In Upland Qvidian, you can set the levels of access or permissions to individual users or groups of users identified by a role. This will help ensure the security and integrity of your Upland Qvidian system by granting the right people the right permissions to perform certain tasks and functions.
There two main types of permissions:
- System Permissions: Permissions set in Administration, which primarily allow or deny the ability to use certain features and functions of the application, documents, and templates.
- Library Permissions: Permissions set in the library which primarily allow or deny the ability to search, manage, add, and edit content folders and content items in your library.
Permissions can be enabled for an individual User ID or a role. Setting up a role is like setting up a security profile. A User ID can be assigned to one or more roles and inherits all the combined permissions of those roles. Adding users in Upland Qvidian is dependent upon the number of available licenses. If you are managing many licenses in Upland Qvidian, you will gain significant efficiency by implementing roles.
Note: You can view the number of licenses you have available under License usage on the Administration > Users & Roles > Roles page.
To identify the types of users that can work with Upland Qvidian, please consider the following:
- Who can manage User IDs, security, and system-wide configuration options?
- If you are rolling out a few licenses in Upland Qvidian, then you may require all users to have this capability. However, if you are rolling out to three or more users, it is recommended to control this capability and limit it to selected users.
- If you are implementing Upland Qvidian for a large enterprise with multiple business units that use the application, consider whether maintaining users and security will be centralized in a single area or the responsibility of select individuals in each business unit.
- Some configuration options, such as branding, global settings, custom metadata, and drop-down lists, are system-wide. You may want to limit the number of people who can edit these areas to ensure the needs of all users and business units are met.
- Who can load, view, and edit content?
- If you have one central team that manages all content, you should be able to set up a single role for content administrators. However, if you have decentralized teams that are managing different sets of content, it is common to establish a role for each team.
- Who are your users that need create or manage style templates and document types?
- If the users creating document types are different from those using document types, you may want to create a role for those who can create versus those who can use the document type.
- You may have different end users that require access to different types of documents, presentations, and searchable content. In these situations, establishing multiple roles may be the best way to go. For example:
- Different departments or business units that need access to different types of documents
- Different geographical users that need access to different content due to language or products and service differences
Examples of Permissions by Role
The table below shows how permissions could be granted to the following common user types:
| User Types | Permission Example |
|---|---|
| End Users | Users whose main priority is to use existing content to create documents such as proposals, RFPs, and presentations, which includes searching the library. Those users are typically granted the rights to create projects, select and search for content, and build documents. |
| Content Administrators | Users whose main priority is to manage document types and content in the library. In addition to those permissions granted to end users, they often need the additional rights to add and update content in your library and work with document architecture. |
| Document Architects | Users who design and manage document types. and work with document architecture. |
| Qvidian Administrators | Users whose main priority is to manage user access and configure Upland Qvidian, including security and other system settings. |
| ProSearch Users | Users who only answer assigned RFP questions in created documents. |
| Limited Collaborators | Users who only answer assigned RFP questions in projects and work on content review jobs pages. |
Note: These are only examples and may not be applicable to your organization.
System Permissions
Current Licensing Model
| Permission Type | Permission | Universal User | Sales+ User | SME+ User |
|---|---|---|---|---|
| Admin | Administer Login Security | Yes | ||
| Allow user to manage IP Filter settings | Yes | |||
| Allow user to manage all File Analysis Actions | Yes | |||
| Allow user to manage File Analysis Actions (by partner membership) | Yes | |||
| Allow user to manage File Analysis Actions (by role membership) | Yes | |||
| Allow user to unlock/reinitialize users tagged to the same partner | Yes | |||
| Include user's manager on late assignment notification | Yes | Yes | Yes | |
| Manage Application Settings | Yes | |||
| Manage Branding | Yes | |||
| Manage Custom Metadata | Yes | |||
| Manage Drop Lists | Yes | |||
| Manage Email Body for Triggers (Email Notification) | Yes | |||
| Manage Event Auditing | Yes | |||
| Manage External Systems list (Qvidian Integration) | Yes | |||
| Manage Generated URLs | Yes | |||
| Manage Global Links | Yes | |||
| Manage Home Screen settings | Yes | |||
| Manage Keywords and Aliases | Yes | |||
| Manage News and Announcements | Yes | |||
| Manage Product Feedback | Yes | |||
| Manage Saved Public Searches | Yes | |||
| Manage SFDC Integration Settings | Yes | |||
| Manage Single Sign-On Settings | Yes | |||
| Manage Users and Roles | Yes | |||
| Modify the SME e-mail body | Yes | |||
| Share to All Roles/Users - User is not limited to Roles they are in when sharing Workspace Templates, Saved Searches, etc | Yes | |||
| View Event Auditing | Yes | |||
| View full customizable Email List | Yes | |||
| View your generated Email Notifications | Yes | Yes | Yes | |
| AI Assist | Allow user to manage AI Assist prompts owned by other users (by Role) | Yes | ||
| Allow user to manage AI Assist prompts owned by other users | Yes | |||
| Allow user to manage AI Assist Tone & Terms | Yes | |||
| Allow user to share AI Assist Prompts with other users/roles (by role membership) | Yes | Yes | Yes | |
| Allow user to use AI Assist in AutoFill to INSERT a generated answer for each question | Yes | Yes | Yes | |
| Allow user to use AI Assist in AutoFill to SHOW a generated answer for each question | Yes | Yes | Yes | |
| Allow user to use AI Assist in Qvidian for Office/Web to Show/Insert a generated answer for each question | Yes | Yes | Yes | |
| Allow user to use AI Assist to query RFP/Instructional files for information | Yes | Yes | ||
| Allow user to use AI Assist to revise text | Yes | Yes | Yes | |
| Allow user to view AI Assist Usage | Yes | |||
| Allow users to use AI Assist in Search Mode in Projects | Yes | Yes | Yes | |
| Allows the user to access and manage the AI Assist connection administration screen | Yes | |||
| Architecting | Manage Document Types | Yes | ||
| Manage Merge Codes | Yes | |||
| Manage Templates | Yes | |||
| General | Allow user to Preview HTML | Yes | Yes | Yes |
| Allow user to view Qvidian Marketing Notifications | Yes | Yes | Yes | |
| Allow user to view Qvidian Product Notifications | Yes | Yes | Yes | |
| Change basic Personal Info (Address, Phone, etc.) | Yes | Yes | Yes | |
| Exclude user from automatic deactivation based on inactivity | Yes | Yes | Yes | |
| Receives Content Feedback Notifications by Default | Yes | Yes | ||
| Receives General Feedback Notifications | Yes | |||
| Use Product Feedback | Yes | Yes | Yes | |
| Library | Add search terms when content is used as a result of library search (does not include AutoFill) | Yes | Yes | Yes |
| Allow sharing of Suggested Searches within role | Yes | Yes | Yes | |
| Allow user to manage review jobs for all users who share the same role(s) as this user | Yes | |||
| Allow user to perform content review tasks | Yes | Yes | ||
| Allow user to see features related to content management | Yes | Yes | ||
| Allow user to see Keywords and Search Terms | Yes | Yes | Yes | |
| Allow user to share a Library search | Yes | Yes | Yes | |
| Allow user to view all content feedback | Yes | Yes | Yes | |
| Edit All Content in All Folders (Without Specifically Assigning Permissions) | Yes | Yes | ||
| Edit Enabled Content in All Folders (Without Specifically Assigning Permissions) | Yes | Yes | ||
| Manage All Library Folders and Content | Yes | |||
| Manage All SME Jobs | Yes | |||
| Manage Workspace Templates - Allows user to define Library layout and settings by Role | Yes | |||
| Search/View All Content in All Folders (Without Specifically Assigning Permissions) | Yes | Yes | ||
| Search/View Enabled Content in All Folders (Without Specifically Assigning Permissions) | Yes | Yes | Yes | |
| Submit to All Folders (Without Specifically Assigning Permissions) | Yes | Yes | Yes | |
| Permission Sets | Apply Limited Collaboration Permissions | |||
| Projects | A user can assign their own Documents | Yes | Yes | |
| Add search term to the library content when AutoFill suggestion is inserted and AutoFill flow is completed. | Yes | Yes | Yes | |
| Allow AutoFill to auto-populate top suggestion for writers in the new RFP | Yes | Yes | Yes | |
| Allow editing of Static/Selection Content when enabled | Yes | Yes | Yes | |
| Allow Project Participant to view Participants Tab | Yes | Yes | Yes | |
| Allow user to be added as a Participant in Projects | Yes | Yes | Yes | |
| Allow user to create Global Saved Workflows | Yes | |||
| Allow user to delete project comments | Yes | Yes | ||
| Allow user to load unsliced RFP files to a project. | Yes | Yes | ||
| Allow user to log into Qvidian for Microsoft Office | Yes | Yes | Yes | |
| Allow user to log into Qvidian for Web | Yes | Yes | ||
| Allow user to manage Project Teams | Yes | |||
| Allow user to perform inline editing in NEW Projects (Only applicable for Word Projects; Not Excel) | Yes | Yes | Yes | |
| Allow user to save the AutoFill defaults for all users | Yes | |||
| Allow user to send new RFP slices out to a contributor outside of the project | Yes | Yes | Yes | |
| Allow user to Submit Content from Projects as a Participant | Yes | Yes | Yes | |
| Allow user to use AI Assist in Search Mode in Projects | Yes | Yes | Yes | |
| Allow user to use Search Mode in Projects | Yes | Yes | Yes | |
| Allow writers to run AutoFill in the new RFP | Yes | Yes | Yes | |
| Archive Projects | Yes | Yes | ||
| Connect via Salesforce integration | Yes | Yes | ||
| Create new Projects | Yes | Yes | ||
| Delete Projects | Yes | Yes | ||
| Download RFP as a Participant | Yes | Yes | Yes | |
| Manage global Project Teams | Yes | |||
| Manage Projects (by Doc Type Permissions) | Yes | |||
| Manage Projects (by Partner & Doc Type Permissions) | Yes | |||
| Manage Projects (by Role & Doc Type Permissions) | Yes | |||
| Manage Projects created by the current User | Yes | Yes | ||
| Manage Saved Workflows Created by Other Users | Yes | |||
| Prevents users from being able to assign/change Custom Document Owners or to assign sections or RFP questions | Yes | Yes | ||
| Show Simplified Doc Structure in Projects on First Use | Yes | Yes | Yes | |
| Transfer Assigned Questions to other Users | Yes | Yes | Yes | |
| ProSearch | Submit new Answers | Yes | Yes | Yes |
| Reports | Allow user to access standard analytics dashboards | Yes | ||
| Allow user to create analytics dashboards/reports | Yes | |||
| Allow user to manage Analytics objects | Yes | |||
| Assign Reports to Users | Yes | |||
| Create new Reports | Yes | |||
| Manage Report Views | Yes | |||
| Use Reports | Yes |
About the SME+ License
The SME+ license will allow you to either participate in an RFP project, participate in review jobs or both. It also will allow you to give users the permission to see the Library. If some of your SMEs need to edit their own content directly in the Library you can also manage that permission within the Library permission settings. Qvidian does not set any of these permissions automatically, so the admin must set them. The typical users of this license are Subject Matter Experts (SMEs) whose role in the content management and project process is to review or approve content. The best thing to do in deciding what types of permissions to assign in this list is to answer some of the following questions:
Are you using AI Assist?
- Allow user to see the toggle to temporarily disable/enable the Admin-configured Tone and Terms for an AI Assist Revision session
- Allow user to share AI Assist Prompts with other users/roles (by role membership)
- Allow user to use AI Assist in AutoFill to INSERT a generated answer for each question
- Allow user to use AI Assist in AutoFill to SHOW a generated answer for each question
- Allow user to use AI Assist In Qvidian for Office/Web to Show/Insert a generated answer for each question
- Allow user to use AI Assist to revise text
- Allow users to use AI Assist in Search Mode in Projects
Note: These permissions are only available to users that have AI Assist included in their contract.
Do you need them to answer assigned questions within a project?
- Include user's manager on late assignment notification
- View your generated Email Notifications
- Use Project Documents
- Add search term to the library content when AutoFill suggestion is inserted and AutoFill flow is completed
- Allow AutoFill to auto-populate top suggestion for writers in the new RFP
- Allow editing of Static/Selection Content when enabled.
- Allow Project Participant to view Participants Tab
- Allow user to be added as a Participant in Projects
- Allow user to perform inline editing in NEW Projects (Only applicable for Word Projects; Not Excel)
- Allow user to send new RFP slices out to a contributor outside of the project
- Allow user to Submit Content from Projects as a Participant
- Allow user to use Search Mode in Projects
- Allow writers to run AutoFill in the new RFP
- Download RFP as a Participant
- Show Simplified Doc Structure in Projects on First Use
- Transfer Assigned Questions to other Users
Should they be able to search the Library for all content and Submit All Content?
- Allow user to Preview HTML
- Add search terms when content is used as a result of library search (does not include AutoFill)
- Allow sharing of Suggested Searches within role
- Allow user to see Keywords and Search Terms
- Allow user to share a Library search
- Search/View All Content in All Folders (Without Specifically Assigning Permissions)
- Search/View Enabled Content in All Folders (Without Specifically Assigning Permissions)
- Submit to All Folders (Without Specifically Assigning Permissions)
Do you want to limit the folders they can search or submit content?
If so, ensure that the following permissions are not selected and use Library Folder Permissions to control what they see and can submit to:
- Search/View All Content in All Folders (Without Specifically Assigning Permissions)
- Search/View Enabled Content in All Folders (Without Specifically Assigning Permissions)
- Submit to All Folders (Without Specifically Assigning Permissions)
Do you wish them to edit content in the Library that is available to just them?
If so, ensure that the following permissions are not selected and use the Library Folder Permissions to control what they can edit:
- Edit All Content in All Folders (Without Specifically Assigning Permissions)
- Edit Enabled Content in All Folders (Without Specifically Assigning Permissions)
Are they going to be submitting content out for review using Review Jobs or Send to SME?
- Allow user to perform content review tasks
- Allow user to see features related to content management
- Manage All SME Jobs
Do you need them to submit feedback?
- Receives Content Feedback Notifications by Default
- Use Product Feedback
Do you wish them to get Marketing and Product Notifications?
- Allow user to view Qvidian Marketing Notifications
- Allow user to view Qvidian Product Notifications
Should they control their user details?
- Change basic Personal Info (Address, Phone, etc.)
About the Sales+ License
The Sales+ license will allow users the ability to search the Library but also create projects to build documents or assign questions out for review. Qvidian does not set any of these permissions automatically, so the admin must set them. The typical users of this license are Sales or Proposal Writers whose role is to create proposals or documents within the sales cycle. The best thing to do in deciding what types of permissions to assign in this list is to answer some of the following questions:
Are you using AI Assist?
- Allow user to see the toggle to temporarily disable/enable the Admin-configured Tone and Terms for an AI Assist Revision session
- Allow user to share AI Assist Prompts with other users/roles (by role membership)
- Allow user to use AI Assist in AutoFill to INSERT a generated answer for each question
- Allow user to use AI Assist in AutoFill to SHOW a generated answer for each question
- Allow user to use AI Assist In Qvidian for Office/Web to Show/Insert a generated answer for each question
- Allow user to use AI Assist to query RFP/Instructional files for information
- Allow user to use AI Assist to revise text
- Allow users to use AI Assist in Search Mode in Projects
Note: These permissions are only available to users that have AI Assist included in their contract.
Do the users need to create and manage projects?
- Copy Project Documents to Library
- Delete files from Project Documents
- A user can assign their own Documents
- Allow user to create assignments in Microsoft Word/Excel files outside of Qvidian
- Allow user to delete project comments
- Allow user to load unsliced RFP files to a project.
- Allow user to log into Qvidian for Microsoft Office.
- Allow user to log into Qvidian for Web
- Allow user to manage Project Teams
- Allow user to perform inline editing in NEW Projects (Only applicable for Word Projects; Not Excel)
- Allow user to send new RFP slices out to a contributor outside of the project
- Allow user to use Search Mode in Projects.
- Create new Projects
- Delete Projects
- Manage Projects created by the current User
Do they need to create or connect to CRM/Salesforce when creating a project?
- Connect to CRM applications
- Connect via Salesforce integration
Do you need them to answer assigned questions within a project?
- Include user's manager on late assignment notification
- View your generated Email Notifications
- Use Project Documents
- Add search term to the library content when AutoFill suggestion is inserted and AutoFill flow is completed
- Allow AutoFill to auto-populate top suggestion for writers in the new RFP
- Allow editing of Static/Selection Content when enabled
- Allow Project Participant to view Participants Tab
- Allow user to be added as a Participant in Projects
- Allow user to perform inline editing in NEW Projects (Only applicable for Word Projects; Not Excel)
- Allow user to Submit Content from Projects as a Participant
- Allow user to use Search Mode in Projects
- Allow writers to run AutoFill in the new RFP
- Download RFP as a Participant
- Show Simplified Doc Structure in Projects on First Use
- Transfer Assigned Questions to other Users
Should they be able to search the Library for all content and Submit All Content?
- Allow user to Preview HTML
- Add search terms when content is used as a result of library search (does not include AutoFill)
- Allow sharing of Suggested Searches within role
- Allow user to see Keywords and Search Terms
- Allow user to share a Library search
- Search/View All Content in All Folders (Without Specifically Assigning Permissions)
- Search/View Enabled Content in All Folders (Without Specifically Assigning Permissions)
- Submit to All Folders (Without Specifically Assigning Permissions)
Do you want to limit the folders they can search or submit content?
If so, ensure that the following permissions are not selected and use Library Folder Permissions to control what they see and can submit to:
- Search/View All Content in All Folders (Without Specifically Assigning Permissions)
- Search/View Enabled Content in All Folders (Without Specifically Assigning Permissions)
- Submit to All Folders (Without Specifically Assigning Permissions)
Do you wish them to Edit content in the Library that is available to just them?
If so, ensure that the following permissions are not selected and use the Library Folder Permissions to control what they can edit:
- Edit All Content in All Folders (Without Specifically Assigning Permissions)
- Edit Enabled Content in All Folders (Without Specifically Assigning Permissions)
Do you need them to submit feedback?
- Receives Content Feedback Notifications by Default
- Use Product Feedback
Do you wish them to get Marketing and Product Notifications?
- Allow user to view Qvidian Marketing Notifications
- Allow user to view Qvidian Product Notifications
Should they control their user details?
- Change basic Personal Info (Address, Phone, etc.)
Legacy Licensing Model
| Permission Type | Permission | Full License User | Limited Collaborator | Content Manager | Doc Type Manager | General User | IT/IS Admin (no license) | Qvidian Admin |
|---|---|---|---|---|---|---|---|---|
| Admin | Administer Login Security | Yes | Yes | |||||
| Allow user to manage IP Filter settings | Yes | Yes | ||||||
| Allow user to manage all File Analysis Actions | ||||||||
| Allow user to manage File Analysis Actions (by partner membership) | ||||||||
| Allow user to manage File Analysis Actions (by role membership) | ||||||||
| Allow user to unlock/reinitialize users tagged to the same partner | Yes | |||||||
| Include user's manager on late assignment notification | Yes | |||||||
| Manage Application Settings | Yes | Yes | ||||||
| Manage Branding | ||||||||
| Manage Custom Metadata | Yes | Yes | ||||||
| Manage Drop Lists | Yes | |||||||
| Manage Email Body for Triggers (Email Notification) | Yes | Yes | ||||||
| Manage Event Auditing | Yes | Yes | ||||||
| Manage External Systems list (Qvidian Integration) | Yes | Yes | ||||||
| Manage Generated URLs | Yes | Yes | Yes | |||||
| Manage Global Links | Yes | Yes | Yes | |||||
| Manage Home Screen settings | Yes | Yes | ||||||
| Manage Keywords and Aliases | Yes | Yes | ||||||
| Manage News and Announcements | Yes | Yes | ||||||
| Manage Product Feedback | Yes | Yes | ||||||
| Manage Saved Public Searches | Yes | |||||||
| Manage SFDC Integration Settings | Yes | Yes | ||||||
| Manage Single Sign-On Settings | Yes | Yes | ||||||
| Manage Users and Roles | Yes | Yes | ||||||
| Modify the SME e-mail body | Yes | Yes | ||||||
| Share to All Roles/Users - User is not limited to Roles they are in when sharing Workspace Templates, Saved Searches, etc | Yes | |||||||
| View Event Auditing | Yes | |||||||
| View full customizable Email List | Yes | Yes | ||||||
| View your generated Email Notifications | Yes | Yes | Yes | Yes | Yes | |||
| AI Assist | Allow user to manage AI Assist prompts owned by other users (by Role) | Yes | Yes | |||||
| Allow user to manage AI Assist prompts owned by other users | Yes | Yes | ||||||
| Allow user to manage AI Assist Tone & Terms | Yes | |||||||
| Allow user to share AI Assist Prompts with other users/roles (by role membership) | Yes | Yes | ||||||
| Allow user to use AI Assist in AutoFill to INSERT a generated answer for each question | Yes | Yes | Yes | Yes | Yes | |||
| Allow user to use AI Assist in AutoFill to SHOW a generated answer for each question | Yes | Yes | Yes | Yes | Yes | |||
| Allow user to use AI Assist in Qvidian for Office/Web to Show/Insert a generated answer for each question | Yes | Yes | Yes | |||||
| Allow user to use AI Assist to query RFP/Instructional files for information | Yes | Yes | ||||||
| Allow user to use AI Assist to revise text | Yes | Yes | Yes | Yes | Yes | |||
| Allow user to view AI Assist Usage | ||||||||
| Allow users to use AI Assist in Search Mode in Projects | Yes | Yes | Yes | Yes | Yes | |||
| Allows the user to access and manage the AI Assist connection administration screen | Yes | |||||||
| Architecting | Manage Document Types | Yes | Yes | |||||
| Manage Merge Codes | Yes | Yes | ||||||
| Manage Templates | Yes | Yes | Yes | |||||
| General | Allow user to Preview HTML | Yes | Yes | Yes | Yes | |||
| Allow user to use Generative AI | Yes | |||||||
| Allow user to view Qvidian Marketing Notifications | Yes | Yes | Yes | Yes | Yes | Yes | Yes | |
| Allow user to view Qvidian Product Notifications | Yes | Yes | Yes | Yes | Yes | Yes | Yes | |
| Change basic Personal Info (Address, Phone, etc.) | Yes | Yes | Yes | Yes | Yes | |||
| Exclude user from automatic deactivation based on inactivity | Yes | Yes | Yes | Yes | Yes | |||
| Receives Content Feedback Notifications by Default | Yes | |||||||
| Receives General Feedback Notifications | Yes | Yes | ||||||
| Use Product Feedback | Yes | Yes | Yes | Yes | ||||
| Library | Add search terms when content is used as a result of library search (does not include AutoFill) | Yes | Yes | |||||
| Allow sharing of Suggested Searches within role | Yes | Yes | ||||||
| Allow user to manage review jobs for all users who share the same role(s) as this user | Yes | |||||||
| Allow user to perform content review tasks | Yes | Yes | Yes | Yes | ||||
| Allow user to see features related to content management | Yes | Yes | ||||||
| Allow user to see Keywords and Search Terms | Yes | Yes | Yes | Yes | Yes | |||
| Allow user to share a Library search | Yes | Yes | ||||||
| Allow user to switch between Classic Library and New Library during the Preview Period | ||||||||
| Allow user to view all content feedback | Yes | |||||||
| Edit All Content in All Folders (Without Specifically Assigning Permissions) | Yes | Yes | ||||||
| Edit Enabled Content in All Folders (Without Specifically Assigning Permissions) | Yes | |||||||
| Manage All Library Folders and Content | Yes | Yes | ||||||
| Manage All SME Jobs | Yes | |||||||
| Manage Workspace Templates - Allows user to define Library layout and settings by Role | Yes | Yes | ||||||
| Search/View All Content in All Folders (Without Specifically Assigning Permissions) | Yes | Yes | ||||||
| Search/View Enabled Content in All Folders (Without Specifically Assigning Permissions) | Yes | Yes | ||||||
| Submit to All Folders (Without Specifically Assigning Permissions) | Yes | Yes | Yes | Yes | ||||
| Permission Sets | Apply Limited Collaboration Permissions | Yes | ||||||
| Projects | A user can assign their own Documents | Yes | Yes | |||||
| Add search term to the library content when AutoFill suggestion is inserted and AutoFill flow is completed. | Yes | Yes | ||||||
| Allow AutoFill to auto-populate top suggestion for writers in the new RFP | Yes | Yes | ||||||
| Allow editing of Static/Selection Content when enabled | Yes | Yes | Yes | Yes | Yes | |||
| Allow Project Participant to view Participants Tab | Yes | |||||||
| Allow user to be added as a Participant in Projects | Yes | Yes | Yes | Yes | ||||
| Allow user to create Global Saved Workflows | Yes | |||||||
| Allow user to delete project comments | Yes | Yes | ||||||
| Allow user to load unsliced RFP files to a project. | Yes | Yes | ||||||
| Allow user to log into Qvidian for Microsoft Office | Yes | Yes | Yes | Yes | Yes | Yes | ||
| Allow user to log into Qvidian for Web | Yes | Yes | Yes | |||||
| Allow user to manage Project Teams | Yes | |||||||
| Allow user to perform inline editing in NEW Projects (Only applicable for Word Projects; Not Excel) | Yes | Yes | ||||||
| Allow user to save the AutoFill defaults for all users | Yes | |||||||
| Allow user to send new RFP slices out to a contributor outside of the project | Yes | Yes | Yes | |||||
| Allow user to Submit Content from Projects as a Participant | Yes | Yes | Yes | Yes | Yes | |||
| Allow user to use AI Assist in Search Mode in Projects | Yes | |||||||
| Allow user to use Search Mode in Projects | Yes | Yes | Yes | Yes | Yes | |||
| Allow writers to run AutoFill in the new RFP | Yes | Yes | ||||||
| Archive Projects | Yes | Yes | Yes | |||||
| Connect via Salesforce integration | Yes | |||||||
| Create new Projects | Yes | Yes | Yes | |||||
| Delete Projects | Yes | Yes | Yes | |||||
| Download RFP as a Participant. | Yes | Yes | Yes | |||||
| Manage global Project Teams | ||||||||
| Manage Projects (by Doc Type Permissions) | Yes | Yes | ||||||
| Manage Projects (by Partner & Doc Type Permissions) | Yes | Yes | ||||||
| Manage Projects (by Role & Doc Type Permissions) | Yes | Yes | ||||||
| Manage Projects created by the current User | Yes | Yes | ||||||
| Manage Saved Workflows Created by Other Users. | Yes | Yes | ||||||
| Prevents users from being able to assign/change Custom Document Owners or to assign sections or RFP questions | Yes | |||||||
| Show Simplified Doc Structure in Projects on First Use. | Yes | Yes | Yes | |||||
| Transfer Assigned Questions to other Users | Yes | Yes | Yes | Yes | Yes | |||
| ProSearch | Submit new Answers | Yes | Yes | Yes | ||||
| Reports | Allow user to access standard analytics dashboards | |||||||
| Allow user to create analytics dashboards/reports | ||||||||
| Allow user to manage Analytics objects | ||||||||
| Assign Reports to Users | ||||||||
| Create new Reports | ||||||||
| Manage Report Views | ||||||||
| Use Reports | Yes | Yes | Yes | Yes | Yes |
Content Permissions
| Permission Type |
Permission |
User Role | ||||
|---|---|---|---|---|---|---|
| Upland Qvidian Administrator |
Content Administrators |
Document Architect |
End Users |
ProSearch |
||
|
Folder Security |
View |
Yes | ||||
|
Submit |
Yes | Yes | Yes | |||
|
New Content |
Yes | |||||
|
View Content |
Yes | Yes | ||||
|
Edit Content |
Yes | |||||
|
New Folder |
Yes | |||||
|
Manage |
Yes | |||||
|
Owner |
Yes | |||||
|
Content Security |
View |
Yes | ||||
|
Edit |
Yes | |||||
|
Manage |
Yes | |||||
|
Owner |
Yes | |||||