Refer to the Quick Guide to help make assigning roles and permissions for users a breeze!
Wondering what Job Title, Scope, and Permission Level to assign new users? Refer to the table below for suggested combinations.
| Job Title | Scope |
Permission Level |
|
| Client |
Facility Manager Facility Engineer IT/Data Manager Capital Project Manager |
Facility |
Administrator Editor |
| Contractor |
Contractor Project Manager Contractor Project Engineer |
Project |
Administrator Editor Collaborator |
| Trade Partner | Trade Partner | Project | Limited Collaborator |
| Others |
Engineer/Architect Consultant Vendor |
Project | Viewer |
Pro Tips:
Job Title = The selections made for 'Job Title' does not determine any permissions as it simply assigns a label for grouping.
Scope = user's point of entry into SiteLine's hierarchy.
Permission Level = mix and match as needed.
Here is an example of the client / facility / project hierarchy in SiteLine
Client
Facility A
Project 1
Project 2
Facility B
Project 1
Project 2
Project 3
Note: You can only invite users to scopes that are equal to or lower than your own permission level. For example, a Project user does not have the authority to add a user to a Facility.
Reach out to support@vueops.com with any questions.