We would like a READ ONLY option so that we can have more users in the system and not have to worry that they will make changes to anything like the Basic access allows, (put notes in, upload documents, push reminders, change questionnaires, etc)
We would want to also be able to limit what tabs they can see. For instance, are they allowed to see the financial tab and all the documents uploaded. These documents contain sensitive information that we do not allow everyone to view. So we need to be able to restrict view of certain tabs.
It can look something like this with check boxes next to each Tab name and maybe another one after, that allows viewing/downloading of the documents in that section
Read Only:
ð Summary
ð General – View uploaded Documents Yes/No
ð Contacts
ð Projects
ð Financial – View uploaded Documents Yes/No
ð Safety – View uploaded Documents Yes/No
ð Insurance – View uploaded Documents Yes/No
Request Corrections: It would also be nice if we can allow the option to see the Corrections Request without them being able to make any changes to those requests. This is helpful if a project team member wants to push the Vendor to get what is needed for the Prequalification and needs to know what corrections are needed. But we do not want them making changes to or creating new requests.
So ideally each of the above three options would have a check box by each one and not one check box for all three. Then we can pick and choose who can do what.
