Builder Roles (Dashboard)
Administrator Help Topic
Each user will need to be assigned a Builder Role. Users can be assigned one of three roles:
- Viewers can view and insert RFP Response Builder content into RFP response documents. This is the default role. Viewers cannot insert/edit content in the Content Library. Viewers can also request that content be reviewed by Admin. Recommendation: Most users should have this role.
- Contributors can also add and edit content. In addition, Contributors can request that content be reviewed by an Admin. Recommendation: A few trained and trusted users should be assigned this role.
- Admins can also delete content, add/edit categories and subcategories, and approve/clear review requests. Recommendation: Besides you, there should be at least one other Administrator as back-up.