TeamLink Portal security roles and permissions overview
The TeamLink Portal security roles apply to projects only and not leads. The information provided below outlines the three default roles included in Sage Construction Management, but custom security roles can be created as well.
Default TeamLink Portal security role permissions
The default TeamLink Portal security roles are intentionally locked to prevent accidental permission changes. Modifying these roles directly can unintentionally grant access to sensitive information.
It's recommended to use the default roles whenever possible, as they are designed to be secure and reliable. If you need to adjust the permissions, it's recommended to copy the default role closest to your needs, rename it, and edit the permissions as needed. You need to validate custom roles carefully to ensure proper access control. Learn more about creating custom roles here.
The permissions are grouped as follows:
- All: All project records will be listed whether the company is referenced on them or not.
- No Access: No project records will be shown regardless if the company is referenced.
- Referenced: Only records that reference the company will be listed. Edits might be allowed depending on the feature and if the company is marked as a respondent.
| Module/Feature | Owner | Architect | Vendor |
| Project General Info (read only) | |||
| Project Directory | No Access | No Access | No Access |
| Drawings | All | All | All |
| Specifications | All | All | All |
| Correspondence (read/write where referenced) | |||
| Journals | Referenced | Referenced | Referenced |
| RFIs | Referenced | Referenced | Referenced |
| Submittals | Referenced | Referenced | Referenced |
| Transmittals | Referenced | Referenced | Referenced |
| Documentation (read only) | |||
| Photo Albums and Corresponding Images | All Albums with 'Show In Portal' Checked | ||
| Meeting Minutes | Referenced | Referenced | Referenced |
| Work Orders | Referenced | Referenced | Referenced |
| Quality Control and Safety (read/write on Comply Notice and Punchlist where referenced) | |||
| Comply Notice | Referenced | Referenced | Referenced |
| Permits | All | No Access | Referenced |
| Punchlist | All | Referenced | Referenced |
| Test and Inspections | All | Referenced | Referenced |
| Scheduling (read only/write for task comments) | |||
| Scheduling Tasks | All | All | Referenced |
| Vendor Financials (read only except for RFP packages where company is referenced) | |||
| RFP Packages | No Access | Referenced | Referenced |
| Approved POs | No Access | No Access | Referenced |
| Approved PO COs | No Access | No Access | All |
| Pending Bills | No Access | No Access | If vendor created transaction in portal. |
| Approved Bills | No Access | No Access | Referenced |
| Approved Subcontracts | No Access | No Access | Referenced |
| Approved SCOs | No Access | No Access | Referenced |
| Pending Sub Invoices | No Access | No Access | If sub created transaction in portal. |
| Approved Sub Invoices | No Access | No Access | Referenced |
| Vendor Dashboard | No Access | No Access | Referenced |
| Owner Financials (read only) | |||
| Approved Prime Contracts | Referenced | Only if referenced on Prime | No Access |
| Allowance Packages | Referenced | Only if referenced on Prime | No Access |
| Approved Change Proposal Request (CPR) | Referenced | Only if referenced on Prime | No Access |
| Approved Change Order (CO) | Referenced | Only if referenced on Prime | No Access |
| Approved Prime Contract Invoices | Referenced | Only if referenced on Prime | No Access |
| Owner Dashboard | Referenced | Only if referenced on Prime | No Access |