Creating and Assigning Roles in the ConstructConnect Platform User Management Portal

Roles control what each person in your Organization can see and do in ConstructConnect. Company Admins can assign roles to users and create custom roles when a standard role isn't the right fit.

There are two kinds of roles you can assign:

1. Platform: access to your Organization's projects within the ConstructConnect Platform and web apps (Project Intelligence, Bid Center, and Bid Management)

2. Takeoff: access level within ConstructConnect Takeoff

Platform Roles

To see every role available to your Organization, click the Roles & Permissions icon in the left navigation.

Standard Roles

There are seven standard roles you can assign to a user:

• Company Admin: can use the User Management Portal to invite and remove users, assign and revoke licenses, and manage roles

• Project Manager

• Bid Coordinator

• Estimator

• PQ Analyst

• Intern

• Team Member: the default role, assigned when you don't choose one

Standard roles can't be edited. To see exactly what a role allows, select it in the left-side panel and review its permissions under the User Administration section.

Custom Roles

If a standard role is close but not quite right, make a copy and fine-tune it:

1. On the Roles & Permissions page, select the standard role you want to start from.

2. Click Copy.

3. Enter a unique name for your new role.

4. Adjust the permissions as needed.

5. Click Save Changes.

When a custom role is no longer needed, select it and click the trash can icon, then confirm by clicking "Yes, Delete Role". A role that is still assigned to users can't be deleted, so reassign those users first.

Assigning a Role

First, log in to the User Management Portal (see Related Articles). You'll land on the Users screen.

Click the role dropdown in that user's row and choose a new role.

You can also choose a role when you invite someone. If you leave the role blank, they automatically join as a Team Member. To adjust the permissions for just one person, see Assigning Permissions using the ConstructConnect Platform User Management Portal.

Takeoff Roles

Every member of your Organization can access ConstructConnect Takeoff, but they start with the User role. There are three Takeoff roles:

1. User: limited access, such as adding and deleting projects and plan sets

2. Editor: full access to ConstructConnect Takeoff, including the Masters

3. Admin: the same access as Editor

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