Builder Roles

A different role can be assigned for each user.  Most users are assigned the Viewer role.  Users can be assigned one of three roles: 
  1. Viewers (the focus of this guide) 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 one other Administrator as back-up. 

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