Transmittals - User Permissions

Transmittals

The following table highlights which user permissions are required to perform the described user action.

Task	None	Read Only	Standard	Admin
Add Items to a Transmittal
Add Related Items to a Transmittal
Configure Advanced Settings: Transmittals
Create a Transmittal
Customize the Column Display in the Transmittals Tool
Delete a Transmittal
Edit a Transmittal			1
Export a Transmittal Letter to PDF
Export a Transmittal Log to CSV
Export a Transmittal Log to PDF
Forward a Transmittal by Email
Resize Column Width in the Transmittals Log
Retrieve a Transmittal from the Recycle Bin
Search Transmittals
View a Transmittal		+2	+2
View the Email Correspondence for a Transmittal

¹ 'Standard' users can only modify transmittals that they have created.

² When a transmittal is marked 'Private', users with 'Read Only' or 'Standard' level permissions can see the transmittal only if one or more statements apply:

• They created the transmittal ('Standard' only).
• They are included in the 'To' or 'CC' fields on the transmittal.
• They have the 'View Private Transmittals Associated to Users within Same Company' granular permission enabled on their permissions template and another user in their company is the transmittal's creator or is included in the 'To' or 'CC' fields on the transmittal.