Understand organisation roles

Outcome

Distinguish owner, admin, QS, client, developer, project-manager and contractor authority before assigning access.

QuantifyQS keeps the working record understandable to a quantity surveyor and reconstructable by an authorised reviewer. The screen helps organise the work; the accountable professional still owns judgement and approval.

Before you start

• The person’s commercial responsibility.
• The projects and information they need.
• The actions they must approve, perform or only observe.

Working method

1. Confirm contextOpen the correct organisation and project, confirm your visible role, then check that source information and status are current.
2. Make the controlled changeComplete the understand organisation roles task in the relevant workspace. Use references, notes and structured fields instead of relying on memory or an offline copy.
3. Review before issueCheck quantities, rates, dates, parties and evidence, then use the named review or approval state appropriate to the workflow.
4. Retain the resultKeep the issued output and its project event together. Where a PDF or spreadsheet is exported, verify the generated file before sending it outside the workspace.

Evidence and checks

• A named role assignment.
• Least-privilege reasoning for elevated access.
• Review and removal dates where access is temporary.

Roles and boundaries

• Workspace role determines what a person may view or change; plan determines what the organisation has contracted to use.
• Customer-specific Firm and Enterprise panels do not widen a user role or cross the active tenant boundary.
• AI suggestions, imported data and generated documents require human review before professional reliance or issue.