Contractor Access Roles and Privileges

On this Page:

1 CONTRACTOR ROLES
2 CONTRACTOR PRIVILEGES

Related pages:

CONTRACTOR ROLES

The standard roles typically provided in all new Lucidity system builds are as follows. These can be edited by system administrators as required.

To further understand the Contractor module, refer to the Lucidity HR user guide for more details.

Role Name	Role Description	Privileges

Role Name	Role Description	Privileges
Read Only	Using Contractor, a user can view contractor details and documents; download attachments and run reports	Can view contractor documents Can view contractor employee details, view or download attachments Can view contractors
Contractor Representative - only submit required documents	Using Contractor, a contractor representative can view and download documents, upload specified documents only and view all subcontractor details and limited contractor details (scoping required to specific company)	Can edit and download contractor documents Can edit contractors Can view contractor employee details, view or download attachments Contractor - Company Status Hide + Contractor manager - hide + Org Structure Hide Make readonly - ALL FIELDS
Contractor Representative - submit additional documents	Using Contractor, a contractor representative can add, view and download documents and view all subcontractor details and limited contractor details (scoping required to specific company)	Same as above with addition of: Can add contractor documents
Manager	Using Contractor, a user can approve, add, view, edit, delete and download contractor documents; manage contractors, view their employees and run reports (cannot delete)	Approve documents Can add contractor documents Can add contractors Can archive contractors Can edit and download contractor documents Can edit contractors Can view contractor employees details, view or download attachments
Administrator	Administrator role for Contractor	Approve Documents Archive Can access the Settings menu: user can add/edit: categories, documents categories, state, country and company status Can add and edit contractor document type Can add contractor documents Can add contractors Can create / edit contractor classifications Can delete contractor Can delete contractor classifications Can delete contractor document attachments Can delete contractor document type Can delete contractor documents Can edit and download contractor documents Can edit contractors
Column Configuration	Using Contractor, a user can configure columns displayed on screen and in reports (in conjunction with admin role)	Column Configuration
Report Emailing	Using Contractor, a user can configure scheduled reports on behalf of other users (in conjunction with admin role)	Report Emailing Administrator

CONTRACTOR PRIVILEGES

Privilege Name	What this Privilege Does

Privilege Name	What this Privilege Does
Approve Documents	Allows the user to modify the 'Document Approval Status' for a document
Archive	Allows user to Archive & Unarchive Contractors. This will automatically archive any Contractor Documents associated with those Contractors. Needs to be used in conjunction with the Can View Contractor privilege or the Can Edit Contractor privilege to function.
Can access the Settings Menu; user can add/edit: categories, state, country and company status.	SETTINGS added as a tab. Allows the user to view, add, edit and delete labels in the Managed Lists, with the exception of Document Type. A separate privilege needs to be assigned to manage the Document Type Managed List.
Can add and edit contractor document type	SETTINGS added as a tab. Allows the user to view, add and edit Document Type Managed List labels.
Can add contractors	Allows user to add contractor companies. Will also allow the user to view a list of employees associated with the company by selecting the EMPLOYEES button that appears next to each record. Needs to use in conjunction with the Can View Contractor privilege or the Can Edit Contractor privilege to function.
Can create/edit contractor classifications	SETTINGS added as a tab. Will allow the user to view; add; and edit Contractor Classifications.
Can delete contractor	Allows user to delete contractor companies. Needs to be used in conjunction with the Can View Contractor privilege or the Can Edit Contractor privilege to function.
Can delete contractor classifications	SETTINGS added as a tab. Will allow the user to view and delete Contractor Classifications.
Can delete contractor document attachments	Allows user to delete contractor document attachments. Needs to be used in conjunction with the Can Edit Contractor privilege or the Can View Contractor Documents privilege to function.
Can delete contractor document type	Allows user to delete a label from the Document Type Managed List. Need to be used in conjunction with the Can Add & Edit Contractor Document Type privilege or Can View Contractor Document Type privilege to function.
Can delete contractor documents	Allows user to delete Contractor Document Records. Needs to be used in conjunction with the Can View Contractor Documents privilege.
Can edit and download contractor documents	Allows user to edit and download Contractor Document Records. Needs to be used in conjunction with the Can View Contractor Documents privilege. Also allows the Employees selector to be hidden when Can edit contractors privilege is disabled.
Can edit contractors	Allows user to view and edit contractor companies. Will also allow the user to view a list of employees associated with the Contractor by selecting the EMPLOYEES button that appears next to each record.
Can view contractor document type	SETTINGS added as a tab. Allows the user to view the labels within the Document Type Managed List.
Can view contractor documents	Allows user to view Contractor Documents. User can download documents that have been uploaded to each Document Record.
Can view contractor employees details, view or download attachments	Allows user to view the Training Records & Needs of employees that have been scoped to the Contractor. The user can download attachments that have been added to the Training Records. An EMPLOYEES button will appear next to each record for the user to select. Needs to be used in conjunction with the Can View Contractor privilege or the Can Edit Contractor privilege to function.
Can view contractors	Allows user to view Contractors. User can download documents that have been uploaded to the Contractor Record.
Column Configuration	Allows the user to configure columns. Restrict access, as any change to columns impacts all users.
Contractor - Company Status Hide	When this privilege is selected the status of the company is not visible on the contractor's company page. This privilege is usually applied to Access Roles that are assigned to Contractors who are onboarding.
Contractor - manager hide	When this privilege is selected the manager of the company is not visible on the contractor's company page. This privilege is usually applied to Access Roles that are assigned to Contractors who are onboarding.
Contractor - Org Structure Hide	When this privilege is selected the allocation of organisation of the company is not visible on the contractor's company page. This privilege is usually applied to Access Roles that are assigned to Contractors who are onboarding.
Make Read only - Contractor Category	When this privilege is selected the user can only view the Contractor Categories that have been assigned to the company. This privilege may be applied to Access Roles that are assigned to Contractors who are onboarding.
Make Read only - Contractor classification	When this privilege is selected the user can only view the Contractor Classifications that have been assigned to the company. This privilege may be applied to Access Roles that are assigned to Contractors who are onboarding.
Make Read only - Contractor Company	When this privilege is selected the user will only be able to view the company name of the contractor. This privilege may be applied to Access Roles that are assigned to Contractors who are onboarding.
Make Read only - Document Type	When this privilege is selected the user will only be able to view the document type of the document. This privilege may be applied to Access Roles that are assigned to Contractors who are onboarding.
Make Read only - Lapsed tick box	When this privilege is selected the user will not be able to select the lapsed button for documents. This privilege may be applied to Access Roles that are assigned to Contractors who are onboarding.
Make Read only - Vendor ID	When this privilege is selected the user will only be able to view the vendor ID of the contractor. This privilege may be applied to Access Roles that are assigned to Contractors who are onboarding.
Report Emailing Administrator	Allows user to select other email addresses for Email Reporting. A user will still be able to create Email Reports without this privilege, but the reports can only be sent to their registered email address.