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Role Overview - Contractor Management

The "Contractor Management" role will provide the User with the ability to do the majority of activities that can be actioned against contractor records. For example, the User will be able to create new contractors and upload new documents or notes against contractor records.

This role can be assigned to new Users by anyone with the account admin role. Once assigned the User granted with the role will have access to the Contractor Management module. 

It is important to note that a User can have multiple roles at once. Thus it will often be the case that to provide a new User with the desired level of access controls they will need to be assigned a selection of roles.

The below table indicates the various document types, modules, record types and tabs a User can access when assigned with this role.

 

Please see the "How can I restrict a User's access via roles?" article fo more detailed information.

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