This article describes the two membership types a workgroup is defaulted too. Each membership type has their own specific roles and functionalities within the workgroup that define the user's workflow and progress within Noosh.
Membership Types
There are two different types of membership within the Noosh service. The collaboration on Noosh occurs between Buyers and Suppliers. Accounts are determined to be Buyers or Suppliers on the workgroup level. If your account is within a Buying organization, your membership will automatically provide you with the benefits of a Buyer. If your account is in a Supplying organization, your membership with automatically provide you with the benefits of a Supplier.
In addition, there are two levels of membership within a workgroup:
- Managers
- Members
Managers have administrative privileges for an entire workgroup. As Managers, they can add, activate, and inactivate new members. They can also restrict the privileges of members. Refer to How to add workgroup members for information about adding workgroup members.
Members have accounts on the Noosh service, and can have a variety of project-level privileges. They cannot add other members to the Noosh service; they may be able to add other members to Noosh projects.
To view what role you are, you can proceed with the guide below
Admin (Gear or Cog Icon) >> My Groups >> Members >> Locate your name >> The membership role types will be listed under Role
Role | ADMIN | MANAGER | MEMBER |
Type | WORKGROUP | WORKGROUP | WORKGROUP |
Workgroup-type Privileges: | |||
EDIT ACCOUNT_USER: | CAN | CAN | CANNOT |
MANAGE ADDITIONAL_UNIT_PRICE: | CAN | CAN | CANNOT |
RUN ALL_ACTIVITY_REPORT: | CAN | CAN | CANNOT |
MANAGE APPROVED_SUPPLIER: | CAN | CAN | CANNOT |
EDIT BUDGET_CATEGORY: | CAN | CAN | CANNOT |
VIEW BUDGET_CATEGORY: | CAN | CAN | CAN |
MANAGE CLIENT: | CAN | CAN | CANNOT |
CREATE CONTRACT_PRICING: | CAN | CAN | CANNOT |
EDIT CONTRACT_PRICING: | CAN | CAN | CANNOT |
VIEW CONTRACT_PRICING: | CAN | CAN | CANNOT |
MANAGE COST_CENTER_ADMIN: | CAN | CAN | CANNOT |
VIEW COST_CENTER_ADMIN: | CAN | CAN | CAN |
RUN COST_CENTER_REPORT: | CAN | CAN | CANNOT |
MANAGE CUSTOM_FIELD: | CAN | CAN | CANNOT |
VIEW CUSTOM_FIELD: | CAN | CAN | CAN |
RUN DIRECT_MAIL_MATRIX_REPORT: | CAN | CAN | CANNOT |
MANAGE DOCUMENT_SETTINGS: | CAN | CAN | CANNOT |
RUN ESTIMATE_ANALYSIS_REPORT: | CAN | CAN | CAN |
RUN ESTIMATE_WINLOSS_REPORT: | CAN | CAN | CAN |
MANAGE ESTIMATING_ADMIN: | CAN | CAN | CANNOT |
MANAGE EXCHANGE_RATES: | CAN | CAN | CANNOT |
MANAGE INVENTORY_ADMIN: | CAN | CAN | CANNOT |
MANAGE INVOICE_ADMIN: | CAN | CAN | CANNOT |
MANAGE ITEM_MASTER_ADMIN: | CAN | CAN | CANNOT |
REVIEW JOB_REQUEST: | CAN | CAN | CANNOT |
RUN LIMITED_ACTIVITY_REPORT: | CANNOT | CANNOT | CAN |
CREATE NEW_PROJECT: | CAN | CAN | CAN |
RUN ORDER_ACTIVITY_REPORT: | CAN | CAN | CANNOT |
MANAGE ORDER_ADMIN: | CAN | CAN | CANNOT |
RUN ORDER_STATUS_REPORT: | CAN | CAN | CANNOT |
RUN OUTSOURCE_PROFIT_REPORT: | CAN | CAN | CANNOT |
MANAGE PRICE_BREAKOUT_TYPE: | CAN | CAN | CANNOT |
RUN PROJECT_BUDGET_REPORT: | CAN | CAN | CANNOT |
MANAGE PROJECT_CATEGORY: | CAN | CAN | CANNOT |
MANAGE PROJECT_MILESTONES: | CAN | CAN | CANNOT |
RUN PROJECT_PARTICIPATION_REPORT: | CAN | CAN | CANNOT |
CREATE PROJECT_STATUS_OPTIONS: | CAN | CAN | CANNOT |
DELETE PROJECT_STATUS_OPTIONS: | CAN | CAN | CANNOT |
EDIT PROJECT_STATUS_OPTIONS: | CAN | CAN | CANNOT |
VIEW PROJECT_STATUS_OPTIONS: | CAN | CAN | CAN |
RUN PROJECT_STATUS_REPORT: | CAN | CAN | CANNOT |
MANAGE PROPOSAL_ADMIN: | CAN | CAN | CANNOT |
RUN REPORT: | CAN | CAN | CAN |
VIEW REPORT_ABOUT_ENTIRE_WORKGROUP: | CAN | CAN | CANNOT |
DELETE REPORT_RESULT: | MAY | MAY | MAY |
EDIT REPORT_RESULT: | MAY | MAY | MAY |
VIEW REPORT_RESULT: | MAY | MAY | MAY |
CREATE REPORT_SPEC: | CAN | CAN | CANNOT |
DELETE REPORT_SPEC: | MAY | MAY | CANNOT |
EDIT REPORT_SPEC: | MAY | MAY | CANNOT |
VIEW REPORT_SPEC: | MAY | MAY | MAY |
MANAGE RESOURCES: | CAN | CAN | CANNOT |
MANAGE ROLE_GROUP: | CAN | CAN | CANNOT |
CREATE SHARED_CONTACT: | CAN | CAN | CANNOT |
DELETE SHARED_CONTACT: | CAN | CAN | CANNOT |
EDIT SHARED_CONTACT: | CAN | CAN | CANNOT |
CREATE SHARED_CONTACT_CATEGORY: | CAN | CAN | CANNOT |
DELETE SHARED_CONTACT_CATEGORY: | CAN | CAN | CANNOT |
EDIT SHARED_CONTACT_CATEGORY: | CAN | CAN | CANNOT |
MANAGE SHIPMENT_CARRIER: | CAN | CAN | CANNOT |
VIEW SHIPMENT_CARRIER: | CAN | CAN | CAN |
MANAGE SOURCING_ADMIN: | CAN | CAN | CANNOT |
RUN SPEC_QUERY: | CAN | CAN | CANNOT |
MANAGE SPEC_REFERENCE_COUNTER: | CAN | CAN | CANNOT |
MANAGE SPEC_TEMPLATE: | CAN | CAN | CANNOT |
VIEW SPEC_TEMPLATE: | CAN | CAN | CAN |
EDIT SUBMITTED_TIMECARD: | CAN | CAN | CANNOT |
MANAGE SUPPLIER_RATING_ADMIN: | CAN | CAN | CANNOT |
VIEW SUPPLIER_RATING_ADMIN: | CAN | CAN | CAN |
RUN SUPPLIER_RATING_REPORT: | CAN | CAN | CANNOT |
MANAGE TASK_PREFERENCES: | CAN | CAN | CANNOT |
MANAGE TASK_STATUS: | CAN | CAN | CANNOT |
MANAGE TASK_TEMPLATE: | CAN | CAN | CANNOT |
VIEW TASK_TEMPLATE: | CAN | CAN | CAN |
MANAGE TASK_TYPE: | CAN | CAN | CANNOT |
EDIT TERMS_AND_CONDITIONS: | CAN | CAN | CANNOT |
MANAGE TRACKING_TYPE: | CAN | CAN | CANNOT |
RESET USER_PASSWORD: | CAN | CANNOT | CANNOT |
RUN WHERE_USED_REPORT: | CAN | CAN | CANNOT |
EDIT WORKGROUP: | CAN | CAN | CANNOT |
VIEW WORKGROUP: | CAN | CAN | CAN |
MANAGE WORKGROUP_ATTRIBUTES: | CAN | CAN | CANNOT |
DELETE WORKGROUP_INVENTORY: | CAN | CAN | CANNOT |
EDIT WORKGROUP_INVENTORY: | CAN | CAN | CANNOT |
VIEW WORKGROUP_INVENTORY: | CAN | CAN | CAN |
VIEW WORKGROUP_PROJECTS: | CAN | CAN | CANNOT |
VIEW WORKGROUP_ROLE_PRIVILEGES: | CAN | CAN | CANNOT |
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