Builder Roles (Dashboard)

Administrator Help Topic

Each user will need to be assigned a Builder Role.  Users can be assigned one of three roles:

  1. 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. 
  1. 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. 
  1. 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.