TeamLink Portal security roles and permissions overview
The TeamLink Portal security roles apply to projects only and not leads. The information provided below outlines the three default roles included in the system, but custom security roles can be created as well.
Default TeamLink Portal security role permissions
The permissions are grouped as follows:
- All: All project records will be listed whether the company is referenced on them or not.
- No Access: No project records will be shown regardless if the company is referenced.
- Referenced: Only records that reference the company will be listed. Edits may be allowed depending on the feature and if the company is marked as a respondent.
| Module/Feature | Owner | Architect | Vendor |
| Project General Info (read only) | |||
| Project Directory | No Access | No Access | No Access |
| Drawings | All | All | All |
| Specifications | All | All | All |
| Correspondence (read/write where referenced) | |||
| Journals | Referenced | Referenced | Referenced |
| RFIs | Referenced | Referenced | Referenced |
| Submittals | Referenced | Referenced | Referenced |
| Transmittals | Referenced | Referenced | Referenced |
| Documentation (read only) | |||
| Photo Albums and Corresponding Images | All Albums with 'Show In Portal' Checked | ||
| Meeting Minutes | Referenced | Referenced | Referenced |
| Work Orders | Referenced | Referenced | Referenced |
| Quality Control and Safety (read/write on Comply Notice and Punchlist where referenced) | |||
| Comply Notice | Referenced | Referenced | Referenced |
| Permits | All | No Access | Referenced |
| Punchlist | All | Referenced | Referenced |
| Test and Inspections | All | Referenced | Referenced |
| Scheduling (read only/write for task comments) | |||
| Scheduling Tasks | All | All | Referenced |
| Vendor Financials (read only except for RFP packages where company is referenced) | |||
| RFP Packages | No Access | Referenced | Referenced |
| Approved POs | No Access | No Access | Referenced |
| Approved PO COs | No Access | No Access | All |
| Pending Bills | No Access | No Access | If vendor created transaction in portal. |
| Approved Bills | No Access | No Access | Referenced |
| Approved Subcontracts | No Access | No Access | Referenced |
| Approved SCOs | No Access | No Access | Referenced |
| Pending Sub Invoices | No Access | No Access | If sub created transaction in portal. |
| Approved Sub Invoices | No Access | No Access | Referenced |
| Vendor Dashboard | No Access | No Access | Referenced |
| Owner Financials (read only) | |||
| Approved Prime Contracts | Referenced | Only if referenced on Prime | No Access |
| Allowance Packages | Referenced | Only if referenced on Prime | No Access |
| Approved Change Proposal Request (CPR) | Referenced | Only if referenced on Prime | No Access |
| Approved Change Order (CO) | Referenced | Only if referenced on Prime | No Access |
| Approved Prime Contract Invoices | Referenced | Only if referenced on Prime | No Access |
| Owner Dashboard | Referenced | Only if referenced on Prime | No Access |