Client Contracts - User Permissions

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Client Contracts

The following table highlights which user permissions are required to perform the described user action.

Task	Read Only	Standard
Add Filters to the Change Orders Tab on a Client Contract
Add Financial Markup to Client Contract Change Orders
Add a Related Item to a Client Contract Change Order
Add Line Items to a Schedule of Values on a Client Contract
Approve a Client Contract
Configure Settings: Client Contracts
Configure the Number of Client Contract Change Order Tiers
Create Client Contracts	+	+
Create a Change Order Request for a Client Contract
Create a Client Contract Change Order
Create a Commitment Change Order from a Client Contract Change Order
Create a Configurable PDF of a GC/Client Invoice
Create a GC/Client Invoice
Create a Payment Received for a Client Contract
Create a Potential Change Order for a Client Contract ¹
Create a Schedule of Values on a Client Contract Using the Project's Budget
Delete a Client Contract	+	+
Delete a Client Contract Change Order
Edit a Client Contract	+	+
Edit a Commitment Change Order Linked to a Potential Change Order
Edit the Advanced Settings on a Client Contract
Email a Client Contract
Email a Potential Change Order for a Client Contract
Email a GC/Client Invoice
Enable Financial Markup on a Client Contract
Export a Client Contract ²
Export a Client Contracts List
Export a Configurable PDF of a GC/Client Invoice
Export a GC/Client Invoice
Import a Client Contract Schedule of Values from a CSV File
Manage Rows & Columns in the Client Contracts Tool
Record Changes to Production Quantities on a Potential Change Order for a Client Contract
Remove a Change Order from a Client Contract
Search for and Apply Filters to the Client Contracts Tool
Set or Release Retainage on a GC/Client Invoice
Update the Schedule of Values on a Client Contract
View Client Contracts ³
View the Change History of a Client Contract

¹ Users with 'Standard' level permissions can only create a PCO if the 'Allow Standard Level Users to Create PCOs' checkbox is enabled in the Configure Settings page. For more information, see Configure Advanced Settings: Client Contract.

² Users with 'Read Only' or 'Standard' level permissions can only export to the PDF file format. Users with 'Admin' level permissions can export to both DOCX and PDF.

3 Users with 'Read Only' and 'Standard' level permissions can only view a client contract that is private if they have been added to the 'Private' drop-down list on the client contract.