This table shows what each access right allows. For an explanation of the roles, read Roles and what each one can do.
Key
- ✓ – allowed
- Team – only on work packages assigned to your team or to you
- Own – only on work packages you own (ownership carries down to everything below)
- Team or own – only on work packages assigned to your team or to you, or that you own (including through a parent work package)
- – – not allowed
Site users have Schedule rights on every schedule of the site. Account admins have Site rights on every site of the account.
Viewing
| Action | Report | Accept | Refine (ltd) | Refine | Schedule | Site | Account admin |
|---|
| Open the schedule and the views shared with you | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Open every view, including unshared ones | – | – | – | – | ✓ | ✓ | ✓ |
| See deadlines | – | – | – | ✓ | ✓ | ✓ | ✓ |
| See all work package details | – | – | Own (limited on others) | ✓ | ✓ | ✓ | ✓ |
| See the site user list | – | – | – | ✓ | ✓ | ✓ | ✓ |
| View version history | – | – | – | ✓ | ✓ | ✓ | ✓ |
Reporting
| Action | Report | Accept | Refine (ltd) | Refine | Schedule | Site | Account admin |
|---|
| Update status and progress | Team | Team | Team | Team | ✓ | ✓ | ✓ |
| Complete normal tasks | Team | Team | Team | Team | ✓ | ✓ | ✓ |
| Complete quality tasks | – | Team | Team | Team | ✓ | ✓ | ✓ |
| Add blockers and issues | Team | Team | Team | Team | ✓ | ✓ | ✓ |
| Close (tick) blockers and issues | Team or own | Team or own | Team or own | Team or own | ✓ | ✓ | ✓ |
| Edit blockers and issues | Ones you created | Ones you created | Ones you created | Ones you created | ✓ | ✓ | ✓ |
| Delete blockers and issues | – | – | – | – | ✓ | ✓ | ✓ |
| Add comments and photos | Team | Team | Team | Team | ✓ | ✓ | ✓ |
| Add status comments | – | – | Own or assigned to you | ✓ | ✓ | ✓ | ✓ |
Planning
| Action | Report | Accept | Refine (ltd) | Refine | Schedule | Site | Account admin |
|---|
| Edit work packages (dates, fields, sub-packages) | – | – | Own | Own | ✓ | ✓ | ✓ |
| Browse the work package library | – | – | ✓ | ✓ | ✓ | ✓ | ✓ |
| Add work to the library | – | – | – | ✓ | ✓ | ✓ | ✓ |
| Edit quantities, import work packages | – | – | – | – | ✓ | ✓ | ✓ |
| Edit location breakdowns | – | – | – | – | ✓ | ✓ | ✓ |
| Restore versions from version history | – | – | – | – | ✓ | ✓ | ✓ |
| Create, share and delete views; change view settings | – | – | – | – | ✓ | ✓ | ✓ |
Settings and administration
| Action | Report | Accept | Refine (ltd) | Refine | Schedule | Site | Account admin |
|---|
| Schedule settings (Basic settings, Space model, Work time, Custom fields and account-specific pages) | – | – | – | – | ✓ | ✓ | ✓ |
| Open the Teams page | – | – | ✓ (view only) | ✓ | ✓ | ✓ | ✓ |
| Create, rename, recolour and delete teams; add or remove members and crew leaders | – | – | – | ✓ | ✓ | ✓ | ✓ |
| Invite users and change their rights | – | – | – | Up to Refine | Any schedule right | Also Site | Also Account admin |
| Create, duplicate, archive and restore schedules | – | – | – | – | – | ✓ | ✓ |
| Edit the site, change its phase, archive it | – | – | – | – | – | ✓ | ✓ |
| Create sites | – | – | – | – | – | – | ✓ |
| Account settings, account users, schedule templates, work section libraries | – | – | – | – | – | – | ✓ |
Mobile tabs
| Tab | Report | Accept and higher |
|---|
| My next work, My late work, All work | ✓ | ✓ |
| Schedule, Issues | – | ✓ |
See Who sees what on mobile.
Situations that override the table
- Read-only or archived site – nobody can make changes.
- Planning phase – status updates, status comments and quality status are turned off for everyone until the site moves to the Production phase. Sitedrive Mobile doesn’t open the site either, because sites that are not in production can’t take status updates.
- Viewing an older version in version history – everything is read-only until you return to the current version.
- Edit lock switched on – you can’t edit, but you can still report progress.
