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Submittals Permissions

This page explains how to effectively assign and manage submittal permissions, including control over who can create submittal items.

  1. Click Submittals from the left navigation to open the Submittals tool.
  2. Click Settings menu and choose Permissions.
  3. Search or select members, roles or companies.
  4. Click Add.

Responsible Contractor

The primary subcontractor is responsible for submitting the documents or materials for approval.

Submittal Manager

The Submittal Manager (typically, General Contractor) is responsible for:

  • Creating items and assigning them to the responsible contractor
  • Creating packages
  • Assigning items to the reviewer
  • Defining review steps for every item / creating review workflow
  • Sending the item to review
  • Review on behalf of other reviewers (if needed)
  • Set final response and select final response attachments when closing and distributing the item

Required Reviewers

The reviewer (typically, the Architect) is responsible for reviewing and approving or rejecting the submittal.

Important: Once all required reviewers respond in a given step submittal item moves to the next step.

Optional Reviewers

Engineers and consultants asked for review/feedback.

Note:

Required and Optional Reviewers can respond and add attachments.

Watchers

Various stakeholders receive notifications on status changes.

Note:

  • Admins can control who can create submittal items. The creation permission can be set to either allow all project members to create items, or restrict creation to submittal managers and project admins only. This helps reduce duplicate entries, improve data integrity, and maintain a clean submittal register.
  • Only project administrators and managers can create and manage packages
  • Submittals can be viewed by anyone that has a role in the submittal
Responsible Contractor Manager Reviewer Watchers Project Administrator
Create Items Depends on setting img Depends on setting Depends on setting img
Add Attachments img img img img img
Add Comments img img img img img
Assign to Responsible Contractor img img img img img
Submit to Manager img img img img img
Submit for review img img img img img
Provide Review Response img img img img img
Provide Final Response img img img img img
Create Revisions img img img img img
Close Submittals img img img img img
Set VOID Status img img img img img
Import Items img img img img img
Parent page: Submittals Administration

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