Concept: Statement of Work Participant Role Types

Statement of work (SOW) is a collaboration between different business units. Examples: Legal, finance, procurement, operations. You can add VNDLY users and give them permissions on the SOW level.

To be added as SOW participants, users must:

Be assigned to a user role that has an SOW Participant role tag.

Belong to the organization unit to which the SOW is assigned.

You can add an SOW Participant to the SOW by navigating to the SOW and clicking

Add Participant

. You can grant the participant one of these role types:

Manager
has full control over the SOW, including making edits, changing the SOW status, and approving SOW payments and contractors.

Editor
can edit the majority of the SOW and change order fields during the negotiation cycle, but can’t manage the SOW status or finances.

Viewer
can only view SOW information.

Contributor
can't edit any fields, but can upload and attach documents and view SOW information.

You can grant Editors, Contributors, and Viewers additional roles to view financial or confidential SOW information. SOW Managers are automatically given permissions to view financial and confidential information, and these permissions can't be removed from the manager role.

SOW participant roles have these permissions by default. You can change these default permissions by navigating to

More

Company Settings

Security Settings

Roles

.

Permissions	SOW Manager	SOW Editor	SOW Contributor	SOW Viewer	SOW View Financials
Budget Read	X
Contractor Bill Rate Read	X	X		X	X
Dashboards Read	X	X	X	X
Vendor Co Read	X
SOW Read	X	X	X	X	X
SOW Create	X
SOW Edit	X	X
SOW Manage	X
SOW Attachment Edit	X	X	X
SOW Participant Edit	X	X
SOW Change Request Edit	X	X
SOW Field Financial Edit	X
SOW Field Financial Read	X				X
SOW Accept	X
Invoice Data Owned Read	X