Different Room roles have different functions available to them in the Room.
⚠️Good to know: Q&A roles are separate from Room roles. Learn more about Q&A roles for Bidders and Client teams here.
Bidder Side Roles
Guest
Guests can view, print and save documents, if these accesses and functions have been allowed for them.
Guests cannot view the Reports menu, Manage menu or Item menu.
Client Side Roles
⚠️Good to know: Limited Viewers, Viewers, and Publishers can only see the documents their Client team has been granted access to. See how to edit team security here.
Limited viewer
Limited viewers can view, print and save documents, if these accesses and functions have been allowed for them.
Limited Viewers cannot view the Reports menu, Manage menu (including viewing teams) or Item menu.
(Example in procurement: Subject matter experts or Evaluators)
Publisher
Publishers can add, delete, replace, move, enable and disable documents in the Room.
They can access the Manage Documents menu, but do not have access to Document Security.
Publishers cannot view the Reports, Manage Q&A, Manage Bidder Side and Client Side People and Teams, Manage Security, Manage Settings or Item menus.
(Example in procurement: Document controllers)
Viewer
Viewers can access the Manage Documents, Manage Q&A, Client Side and Bidder Side but they have read-only access. They can see Disabled documents but can't open or access them. They can see all Teams and People in the Bidder and Client Side, but can't see or edit Team permissions.
They can access the Reports menu but their Q&A Report access varies depending on if they are assigned a Q&A role or not. If they are assigned a Q&A role, they have access to the following Q&A reports:
Q&A summary
Q&A summary by date
Q&A aged questions
Q&A export to Excel
If they are not assigned a Q&A role, they only have access to the following Q&A Reports:
Q&A summary
Q&A summary by date
(Example in procurement: Probity Officer or Auditors)
Administrator
Administrators have full access in the Room.
Administrators can access all Room menus, functions and reports.
(Example in procurement: Transaction managers)
