Permissions
Dashboard
The following table highlights which user permissions are required to perform the described user action.
Task | 'Vendor' (Project) | 'Limited' (Project) | 'Full Access' (Project) | 'Building Admin' | 'Company Admin' |
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Add a New Project in Portfolio Financials | ![]() |
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Add Comments for Projects from the Dashboard in Portfolio Financials | ![]() |
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Archive a Project in Portfolio Financials | ![]() |
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Delete a Project in Portfolio Financials | ![]() |
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Edit a Project from the Dashboard in Portfolio Financials | ![]() |
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Mark a Project as Complete from the Dashboard in Portfolio Financials | ![]() |
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Search for and Filter Projects in Portfolio Financials | ![]() |
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View Projects on the Dashboard in Portfolio Financials | ![]() |
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