User Groups

RoundhousePM allows you to control a users ability to see or do things by putting them into User Groups with other people with similar privileges.

When you created your pyramid, you were asked for they type of company you have (e.g. architectural, contractor, owner, etc.). RoundhousePM then creates a default set of User Groups for a company of your type. You may edit these at any time or create new User Groups as needed. Click here to see the user groups that were created depending upon the selection you chose.

!RoundhousePM allows a user to create a link for a file to be downloaded. This link can be emailed to anyone and the file can be downloaded just by clicking on the link. However, this means that anyone who has this link can download the file. In order to protect this from happening you may restrict the download only to users or RoundhousePM by checking the box found here. Once checked, a username and password will be required before the download begins.

Creating a New User Group

If you find that you need to create a new user group in order to control access to your pyramid select the Create New button and the screen below will appear.

There are seven levels of control to RoundhousePM.

Administrative – When checked a user may control all aspects of Roundhouse including workspaces, lists and users.

Accounting – When checked this allows a user to access the Admin Page for “Invoices and Billing”. Typically this level of access is only used by the owners of the firm or by the accounting staff.

Add / Upload – When checked a user may add new records or upload files to a list.

Edit – When checked a user may edit records.

Delete – When checked a user may delete records.

!Use the delete permission carefully. Typically only senior level members or people who administer your pyramid are given this ability.

Download – When checked a user has the ability to download files from lists.

!If a user has the ability to open a PDF file there’s nothing preventing them from saving this file to their hard drive even if you have not given them download permissions. This is beyond the control of RoundhousePM.

Read – When checked a user has the ability to view a list and the contents of the list.

Existing Users and their User Groups

Displays the users of your pyramid who are members of this group. You can use this window to search by user name or by user group to compare and possibly make adjustments to which user group people belong to.

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