The following table includes available SP user roles that can be assigned in Cayuse SP 4.0 along with the capabilities that come with each role. Additional functionality may be added to roles in the future.
Please note:
- Roles are assigned at the global level unless the role has (Unit) after the role name.
- For roles with (Unit) after the name, the listed capabilities apply only to records that are associated with the Unit or sub-Unit(s) assigned with the user role (see the link below for more information on assigning roles).
- Assigning Admin user roles is only one method of acquiring the capabilities listed. Learn more about understanding access in SP 4.0.
Learn more about adding user accounts and assigning roles in the Cayuse Platform.
If you have additional questions about roles and permissions, please contact your Cayuse Implementation Manager or Customer Success Manager.
| User Role |
Role Functions and Capabilities |
| SP Award Administrator (Unit) |
- View/edit awards
- Create awards
- Create proposals
- Add/edit/delete notes (*see notes below)
- Add/delete attachments (*see notes below)
- Ability to use the SP integration form objects to link applicable records
- Create tasks
- Create Award modifications
- Add/edit content on the Admin Only tab for awards
- Ability to be listed as the assigned admin for an award
|
| SP Award Editor (Unit) |
- View/edit awards
- Create awards
- Create proposals
- Add/edit/delete notes (belonging only to the user)
- Add/delete attachments (belonging only to the user)
- Create tasks
- Edit awards while in the Active status
- Ability to use the SP integration form objects to link applicable records
|
| SP Award Reviewer (Unit) |
- View awards
- Create proposals
- Add/edit/delete own notes
- Add/delete own attachments
- Create tasks
|
| SP Award Viewer (Unit) |
- View awards
- Create proposals
- Create tasks
|
| SP Proposal Administrator (Unit) |
- View/edit proposals
- Create proposals
- Add/edit/delete notes (*see notes below)
- Add/delete attachments (*see notes below)
- Ability to use the SP integration form objects to link applicable records
- Create tasks
- Add/edit content on the Admin Only tab for proposals
- Ability to be listed as the assigned admin for a proposal
|
| SP Proposal Editor (Unit) |
- View/edit proposals
- Create proposals
- Add/edit/delete notes (belonging only to the user)
- Add/delete attachments (belonging only to the user)
- Create tasks
- Edit proposals while in the Under Review, Approved, Submitted to Sponsor, Under Consideration, or Funded statuses
- Ability to use the SP integration form objects to link applicable records
|
SP Proposal Reviewer (Unit)
|
- View proposals
- Create proposals
- Create tasks
- Add/edit/delete notes (belonging only to the user)
- Add/delete attachments (belonging only to the user)
|
| SP Proposal Viewer (Unit) |
- View proposals
- Create proposals
- Create tasks
|
| SP System Administrator |
- View/edit proposals and awards
- Create proposals and awards
- Add/edit/delete notes (*see notes below)
- Add/delete attachments (*see notes below)
- Ability to use the SP integration form objects to link applicable records
- Create tasks
- All functions listed under the 'More' dropdown
- Edit project title in any status
- Create Award modifications
- Edit proposals and awards while in any status
- Add/edit content on the Admin Only tab for awards and proposals
|
| SP Templates Manager |
- Edit SP email templates in the Admin Module (assigned from Admin Module, learn more)
|
| SP User |
- Create proposals
- Create tasks
|
** Users with the SP System Administrator or SP Award/Proposal Administrator role on a record can edit or delete any note in the Notes tab and delete any attachment in the Attachments tab, regardless of who added them.
