RFI Permissions

RFI permissions regulate who can view, create, edit, or manage RFIs within a project. The structure of these permission levels help enable secure and efficient collaboration.

To set permission levels:

  1. Click RFIs from the left navigation to open the RFIs tool.

  2. Click Settings menu and choose Permissions.

  3. Select a member, role, or company from the drop-down menu and choose a permission level. Available permission levels include:

    • Creator

    • Manager

    • Coordinator

    • Reviewer

  4. Click + Add.

This table highlights the capabilities of each RFI permission level. It also includes the capabilities of co-reviewers and watchers which can be included during the RFI lifecycle.

Creator Manager Reviewer / Coordinator Co-reviewer Watchers
Create RFI img img img img img
Change Status to SUBMITTED img img img img img
Change Status to OPEN img img img img img
Change Status to ANSWERED img img img img img
Change Status to CLOSED img* img img img img
Add References img img img img img
Add Comments img img img img img
Create Official Response img img img img img

* Close RFI instead of submitting it. This makes the record public.

Note: Reviewer permissions don't take effect until the RFI is in the Open status.
Parent page: RFIs Administration