The 60-second administration model

Define roles → configure organization standards → enable shared services → apply project-specific choices inside each project

• Roles and Permissions controls what each role can do and, for some permissions, which records it can access.
• Organization Settings maintains shared lists and defaults.
• Project Settings selects or overrides project-specific behavior.
• A permission, a record's visibility, a notification preference, and a workflow status are different controls.
• Built-in roles are Admin, Manager, Employee, Subcontractor, Consultant, Owner, and Bidder. Organizations can also have custom roles based on eligible built-in roles.