Who can see and do what?

Make your buyer review concrete.

Discuss your evidence, access and supplier requirements before exchanging project information.

30 minutes · Demonstration data · No project upload required

Build your internal business case

0:00 / One project. Three responsibilities.

Three people work on Harbor Renewal. Alex Morgan coordinates follow up. Jordan Lee manages the program. Taylor Reed controls the documents. Same project, different responsibilities, and the workspace should reflect that.

0:15 / Access has two dimensions.

Access has two dimensions. Which projects can a person see? And which actions can they take there: read a record, edit it, or approve it? Both are set deliberately, even when two people share a title.

0:28 / The directory describes people.

The People directory finds a colleague in seconds: Alex Morgan, project coordinator at the Harbor Program Office, with contact details and assignments. A profile describes a person. It does not grant permissions.

0:43 / Access is granted step by step.

Access is granted step by step and recorded: account provisioned, role and permissions assigned, project access granted, then the workspace walkthrough and the review cadence. Alex is three steps in.

0:57 / Reading and approving are different jobs.

Being able to read the review does not mean being able to approve it. The controls you see depend on the role you were given, so a reviewer and a coordinator see the same record with different buttons.

1:10 / Ask for access with a task in hand.

If something you need is missing, tell your administrator the project and the task you are trying to do. That gives them a concrete request to check against your responsibilities.

1:21 / The right access for the right work.

Agree responsibilities during onboarding, then do your first task with your own account. Know sooner. Act faster.