Who sees what?
Three kinds of person, three different views — and the view is the rule, not just the menu.
Access is not a matter of which links get drawn. Each of these holds no matter how you ask, so going around the screen returns the same answer.
In practice: a subcontractor signs in to upload the O&M manual for the chiller they installed. They see that one requirement, marked as theirs, and nothing else on the project — not the register for the electrical scope, not the deficiency another sub is fixing on the floor above. An owner who opens the same job the same morning sees the whole package and its gaps, but not the firm's internal approval queue or its rate cards — that stays inside the firm.
Somebody who works with two firms — a testing agency running functional tests for two different commissioning firms this quarter — gets two separate memberships, one per organization, and each shows only that organization's projects. There is no view that quietly merges the two, and switching between them is a deliberate action, not something that happens by accident.
- Administrator
- The whole firm: billing, the crew, security events, the approval queue, every project and every record on it.
- Technician
- The work. Checks, evidence capture, the equipment they inspect, the schedule. No billing, no security events, no other firm.
- Owner or client
- Their own job: the package, the assets, the deficiencies raised against their building, and the evidence behind every closed check. Not the firm's rate cards, and not its internal approval queue.
- Subcontractor and vendor
- Only what concerns them — the documents they owe and the equipment they supplied.