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Client Contracts - User Permissions

Client Contracts

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

Task None Read Only Standard Admin
Add Filters to the Change Orders Tab on a Client Contract   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Financial Markup to Client Contract Change Orders       icon-mindtouch-table-check.png
Add a Related Item to a Client Contract Change Order       icon-mindtouch-table-check.png
Add Line Items to a Schedule of Values on a Client Contract       icon-mindtouch-table-check.png
Approve a Client Contract       icon-mindtouch-table-check.png
Configure Settings: Client Contracts       icon-mindtouch-table-check.png
Configure the Number of Client Contract Change Order Tiers       icon-mindtouch-table-check.png
Create Client Contracts   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Create a Change Order Request for a Client Contract       icon-mindtouch-table-check.png
Create a Client Contract Change Order       icon-mindtouch-table-check.png
Create a Commitment Change Order from a Client Contract Change Order       icon-mindtouch-table-check.png
Create a Configurable PDF of a GC/Client Invoice       icon-mindtouch-table-check.png
Create a GC/Client Invoice       icon-mindtouch-table-check.png
Create a Payment Received for a Client Contract       icon-mindtouch-table-check.png
Create a Potential Change Order for a Client Contract 1     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Schedule of Values on a Client Contract Using the Project's Budget       icon-mindtouch-table-check.png
Delete a Client Contract   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Delete a Client Contract Change Order       icon-mindtouch-table-check.png
Edit a Client Contract   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a Commitment Change Order Linked to a Potential Change Order       icon-mindtouch-table-check.png
Edit the Advanced Settings on a Client Contract       icon-mindtouch-table-check.png
Email a Client Contract       icon-mindtouch-table-check.png
Email a Potential Change Order for a Client Contract       icon-mindtouch-table-check.png
Email a GC/Client Invoice       icon-mindtouch-table-check.png
Enable Financial Markup on a Client Contract       icon-mindtouch-table-check.png
Export a Client Contract 2   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Client Contracts List   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Configurable PDF of a GC/Client Invoice       icon-mindtouch-table-check.png
Export a GC/Client Invoice       icon-mindtouch-table-check.png
Import a Client Contract Schedule of Values from a CSV File       icon-mindtouch-table-check.png
Manage Rows & Columns in the Client Contracts Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Record Changes to Production Quantities on a Potential Change Order for a Client Contract       icon-mindtouch-table-check.png
Remove a Change Order from a Client Contract       icon-mindtouch-table-check.png
Search for and Apply Filters to the Client Contracts Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Set or Release Retainage on a GC/Client Invoice       icon-mindtouch-table-check.png
Update the Schedule of Values on a Client Contract       icon-mindtouch-table-check.png
View Client Contracts 3   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Change History of a Client Contract       icon-mindtouch-table-check.png

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.