Roles

Users can mimic an organization-wide hierarchy in BLDR via the Roles function. Identical designations can be assigned to employees such as Estimator, Safety Manager, etc.

Creating Roles

  1. Click Menu > Administration > Roles
  2. Click the + icon (Add Role) to add a new role
  3. Define privileges for new role
  4. Click Save button.

Assign Roles to Users

This feature enables users to associate roles to all system users to fit them into specific role hierarchy.

To assign roles to users:

  1. Click Menu > Administration > Users
  2. Select an existing user.
  3. Under Role dropdown, select desired role.
  4. Click Save

Additional Notes

  1. You can associate multiple users with the same role.

Questions or Concerns

Have a question or other pressing issue? Give us a call at (650) 300-9107.

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