1. Getting Started with Security
Spitfire Roles

2. Security Basics Roles provide two functions
Security for Spitfire users (Contacts with a Spitfire login)
Project Team Responsibility
Include on Routing for Project Documents (contacts with SF Docs routed to them by ) - can also include:
Access to Project Documents (Contacts with a Spitfire login)

3. Security: Out of the Box Roles
Everyone Role for Spitfire Users
Provides minimum access for a Spitfire user
Access to Home Dashboard with Inbox and Alerts
Project Manager
Full Access to Project Data including Approval for Project documents on assigned Projects
Project Staff
Limited Access to Project Data on assigned Projects – no Approvals
Plan Room Visitor
Access Limited to Plan Room Only
Senior Executive
Access to all Projects
System Admin
Full Access to all projects and all admin functions
Roles for Routing only
Architect
Owner
Important Note !!
Add roles as required
Add / Edit access as required

4. Spitfire Security: System vs. Project
System Level
Home Dashboard
Create New Projects
Reports
Contact Dashboard
Catalog Dashboard
System Admin Dashboard
Manage Dashboard
Project Level
Project Dashboard
Project Documents
Project Team
Project KPI
Project Cost Analysis
Project Photo
Project Site Conditions
Project Files

5. Roles – Conditions Conditions designate how a role can be assigned
By Project: (e.g., Project Manager GC003)
By Doc Type: (e.g., Accounting Pay Applications)
By Reference: (e.g., Engineer: Plumbing)
Subordinate Role (designates a role that can be included into a User’s Primary Role)
Conditions Optional designate if the Condition must be applied
Project Assistant (unassigned) no access
Project Assistant GC access to this project
Project Assistant includes all projects

6. “New” documents are auto populated with the Project ID
Project-level roles
Assigned Project by Project (e.g. Project Manager)
- or -
Assigned to all Projects (e.g. Senior Executive)
Can include
Full or Limited Access to specific Project Parts
Full or Limited Access to specific Project Documents
“New” documents are auto populated with the Project ID

7. Assigning Roles – Contacts Dashboard
Typical Spitfire Project User
Everyone role automatically assigned when user is assigned a Login name and password
Select Role from Additional Roles in the right column to assign the role to the User’s Role(s) in the left column
To assign the Role at the Project Level, click the copy icon (notice that the Option selections (Project, Doc Type, Reference) appear below) and select the appropriate Project below
Repeat the copy and select process to assign the role to additional projects

8. Assigning Roles – Project Team
Typical Spitfire User – Project Level
Click the Add icon to add a new Team Contacts row
Use the Lookup – or Autocomplete feature – to select your new Team Member
Use the Lookup in the Role column to select the appropriate role for this new Team Member on this project Note: Only roles assigned to this contact by the System Admin are available in the Lookup.

9. Assigning Roles – Default Responsibility
The first role assigned to a contact becomes that contact’s Default Role (Project Responsibility) and will be the default when adding a contact to the Project Team
The Default Responsibility can be edited on the Connections tab
Signifies the default role

10. System Level roles User Functions “not” on the Project Dashboard
Spitfire Documents without a Project ID (e.g. Bids, Tasks, Vendor, Customer)
Catalog
Reports
Executive Dashboard
Contacts Dashboard
Admin Functions
System Admin Dashboard and Manager Dashboard
Roles
Templates
UI Configuration and Code Maintenance
Compliance
Predefined Routes

11. Assigning Roles – Contacts Dashboard
Typical Spitfire All Project User
Everyone role automatically assigned when user is assigned a Login name and password
Select Role from Additional Roles in the right column to assign the role to the User’s Role(s) in the left column
Senior Executive role includes access to all projects

12. Building Roles - Resources
White Paper: Designing User Roles Available on the Help Menu
Client Webinar: Roles - Tips and Strategies
Newsletter: Team Contact Roles
KBA-01061: Subordinate Roles