This page is relevant if you are the organization Administrator, or your organization's Administrator has enabled you to access the user management functionality.
Adding a colleague or collaborator to Rabbet
1. Navigate to the 'Admin' page.
2. On the 'Admin' page, click 'New User'.
3. Enter the new user's details and set the Permissions and Project Access accordingly. A permission that is toggled to the right and displays a blue-filled bubble indicates the permission is ON. You may toggle on 'View All Projects' to give user access to all projects on your portfolio, or you may select which projects you would like the user to have access.
Click 'Save' to add the user to your organization's Rabbet account.
*Note that clicking 'Click here for more information...' directs you to this help page.
Descriptions of User Permissions
Permissions:
All Permissions will toggle on all permission options.
Admin:
Admin will provide access to the admin tab. The Admin page allows a user to add new users and edit permissions.
Configure Account allows a user access to the configuration tab for account configurations.
Organizations:
Create/Edit Organizations- allows user to create and edit org/vendor details.
Delete Organization- Allows user to delete an org/vendor.
Projects:
Create Projects- allows user to create new projects
Delete Projects- allows User to delete projects
Edit Project Settings - allows users to edit project level settings
Edit user access - allows user to edit user access at project and org level
Access Funding source- allows user ability to view and edit project funding sources under the 'Project Settings' tab.
Access stakeholders- allows user to view and edit a project's stakeholders under the 'Project Settings' tab.
Budgets:
Edit Budget- allows the users to make project-level budget edits under the 'Budget' tab. This user permission will only be visible if this permission has been turned on for you organization. Email help@rabbet.com if you are the account admin and you do not see this feature.
Edit Original Budget Amount- a subset of the Edit Budget permission, this allows a user to edit specifically the original budget amounts on a project level budget.
Make Project Budget Adjustments- allows the user to edit or add budget line items and make adjustments to the budget on a project.
Draws:
Create Draws- allows the user access to create a draw inside a project.
Delete Draws- allows the user to delete the most recent draw in a project.
Send Draws- allows users to send the draw package externally from the account.
Edit Amount Requested- allows the user to edit the amount requested within a line item even if the revised value differs from the value assigned from the supporting documentation.
Edit Draw Status- Allows user to edit the draw status
Documents:
View Documents- allows the user access to open, view and download documents associated with a Project or Draw. It is suggested that any user tagged as a Reviewer for a draw have this permission enabled. This permission must be enabled for a user to be able to Edit Extracted Document Information (see next permission).
Edit Extracted Document Information- allows the user to edit the information Rabbet extracts during document upload (i.e. assigning amounts to budget line items from an invoice or pay application).
Upload Documents- allows the user to upload files to a Project or a Draw
Delete Documents- allows the user to delete documents
Payment Tracking - Allows users to mark/ unmark invoices as paid
Approve Documents- allows the user to be added as a document reviewer under 'Project Settings' which gives the ability to approve documents on the draw; document approvals may be restricted over a certain set amount (see below for details).
Benchmark and Insights:
Run Reports- allows the user access to customize and build Reports in Rabbet.
Save and Manage public Table Views- allows the user to manage portfolio and project table views that have been created by all users within your organization.
Other:
View Organizations- allows the user to view organizations tab.
Manage user accounts for your organization
1. The 'Admin' page will display a list of users in your organization. Click on a user to reveal the slide out panel that outlines that user's permissions.
Click 'Save' to keep the changes to the user.
2. In the slide out, you can:
Edit user details (name and email)
Manage access and action permissions
Delete a user *note that this is a permanent action
Change a user's Project Access
Set tiered Document Approvals. See our full article explaining tiered approvals and reviews:
Project Level User Access
In addition to managing user access and permissions through the 'Admin' page for each user in your organization, you can also manage user access and permissions on a specific project to see the full scope of who has access to any given project.
Navigate to the 'Project Settings' tab and open the 'User Access' section.
Select the access level you'd like for each user in your organization for this project. Note that there may be any number of Document Reviewers and Draw Reviewers on any given project, but there may be only one Signatory per project.
Click 'Save Changes'.
Do you have questions or feedback? Please email us at help@rabbet.com