Access to RFIs comes from the roles people hold, at company level or on a project. In the roles screen, the area is called RFIs, with three levels.
The three levels
| Level | What it allows |
|---|---|
| Read | See RFIs and their responses, files and history, comment, print PDF reports, export to CSV, and save personal views. |
| Respond | Everything in Read, plus add responses. The RFI manager named on an RFI, if they have Respond, can also mark a response official, close the RFI, pass it to someone else, and make the RFI private or public. |
| Admin | Everything in Respond, on every RFI, plus: raise and send RFIs, edit their details, create new revisions, cancel, reopen and reinstate them, respond on someone else's behalf, add files to the RFI and remove any file, hide comments, and see who an RFI was passed to, and when. |
Being the RFI manager on an RFI isn't a permission. It's a person named on that RFI, and it gives them those extra steps on that RFI only.
Standard roles
| Role | RFI access |
|---|---|
| Internal - Super Admin | Admin |
| Internal - Project Admin | Admin |
| Internal - Project Manager | Respond |
| Internal - Superintendent | Respond |
| Internal - Field Engineer | Respond |
| External - Architect | Respond |
| External - Engineer | Respond |
| External - Subcontractor | Respond |
| Internal - Read Only | Read |
| External - Owners Rep | Read |
| Internal - Organization Admin, Internal - Directory Read | None |
Your company may have changed these, or added its own roles.
By default, Project Managers and Superintendents can't raise RFIs; only Project Admins and Super Admins can. If your project managers raise RFIs, give them a role with Admin on RFIs.
Private RFIs
A private RFI can only be seen by RFI admins, its manager, the people on its To and CC lines (including members of groups on them), and the person who raised it. Everyone else can't see it at all, whatever their level. See Private RFIs.
What people without access see
- With no RFI access, RFIs doesn't appear in the project sidebar.
- With Read only, New, + New on responses, and the editing buttons aren't shown, and details are plain text.
- With Respond but not Admin, New, Send, Create New Revision and the More menu's cancel, reopen and reinstate aren't shown.