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Understanding Site Support Permissions

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This article is a guide to understanding the Site Support role within FastDraft and its associated permissions.

This guide contains the following:

What is a Site Support?

As an enterprise customer using your own Dedicated Instance of FastDraft, some users may require full control of all configurable aspects of the system, but without the ability to edit master templates. 

It is possible to have more than one person assigned the role of Site Support.

Companies

Site Supports will be able to manage all companies and company users within FastDraft. There are a number of activities available within a company record for a Site Support, including:

  • Uploading a company logo - only if this is the first logo assigned to a company record
  • Update company record - i.e. address, frameworks, company number, 'enable company users', etc.
  • Adding new company users
  • Deactivating company users
  • Managing Hub users
  • Managing financial limits for company users
  • Allow Power BI menus
  • Manager user's email preferences on/off

Site Supports will be able to deactivate all companies, if required.

When adding a new company users, Site Supports will be able to add the following:

  • Site Supports
  • Super Users
  • Contract Administrators
  • User Administrators
  • View All users
  • View Own users
  • View All Hub users
  • General Users

Site Supports will be able to create new company records for suppliers, and they can add/remove users from all companies.

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Projects

Site Supports will be able to create new projects. Projects are used to create and link contracts.

Within a project, a Site Support will be able to:

  • Update the project name, type and code

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Contracts

Site Supports will be able to create new contracts, and they can update the Contract Overview. 

Demo Contracts

A Site Support will be able to create and administer demo contracts, the same as live contracts.

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Contract Users

Site Supports will be able to manage which users have access to their contracts. These users can be added from any company record. 

Add User to Multiple Contracts

A Site Support will be able to use the Add User to Multiple Contracts feature for users of all company records.

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Tagging

Site Supports will be able to create tags, including Projects and Hubs. They will be able to create these tags for any company.

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Contract Templates & Master Templates

A Site Support will be able to edit all contract templates, but will only have read only access to Master Templates. 

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Reporting

Aggregate Reports

Site Supports will be able to use the Aggregate Reports feature - they can select any 'Report Type' and see all companies as an option in the 'Project Company' dropdown list (assuming there is more than one Project Company), and will be able to see all data.

Contract Exports

Site Supports will be able to export a contract - this is usually done after completion, or archiving of the contract, and is done in the Contract Overview. 

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User Registers

Site Supports will be able to view the System User Report and the Contract Users Register, and will see all data for every user, company, and contract record. 

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