Quantity Surveyor - Rave User Groups & Permissions

To view all Rave User Group Options and their Default and Optional Permission screenshots, please click here for the Article 

At Rave Build, we know you like to have options—so we offer different user group types to suit a variety of roles within your business.  These user groups give you the flexibility to control access across your team, ensuring the right people have the right tools at the right time.

In the following article, we’ll explain each user group in as much detail as possible, with the caveat that Rave is constantly improving and evolving. We add new permissions almost monthly to enhance your user experience. 

Permissions are broken down into either:

• The default permissions assigned to each group or the optional permissions you can enable based on your needs

The Quantity Surveyor user group is designed for team members who manage project and client information, with a primary focus on Rave's financial and commercial areas.

Recommended For;

• Quantity Surveyors 
• Commercial Managers 
• Estimators 
• Team members responsible for project costing, quoting, purchasing and financial administration 

Important: Quantity Surveyors have access to a range of financial, commercial and project management features by default. You can enable additional permissions as needed.

How to View Your Quantity Surveyor Permissions

To view and manage your users:

1. Click the Profile dropdown in the top-right corner of the screen.

2. Scroll to the Branch Settings section, then select Manage Users. 

3. Select the user whose permissions you want to view, then click Edit in the top-right corner of the page. 

4. Select the Groups & Permissions tab. Under Groups, ensure Quantity Surveyor is selected to view the permissions.

Default Access

Quantity Surveyors have access to a broad range of Rave features, including:

• Contractors & Contacts – Add contractors, view Contractor File Reports, and add/edit contacts. 
• CRM – Manage Clients and Leads, with some higher-level permissions restricted. 
• Projects – Access projects, selected project information, Project Activities, Project Notes and the Project Workflow. 
• Albums – Create, edit and delete Albums and manage their own Album items. 
• Project Folders – Manage and access project documents where permitted. 
• Progress Payments – Manage invoiceable items such as deposits, variations and claims. 
• Finance – Manage Preliminary Budgets, Quote Requests, Quotes, Estimates, Purchase Orders and Back Costing. 
• Timesheets – No access by default. 

Optional Permissions

You can enable additional permissions based on the user's responsibilities.

These can include additional access to:

• CRM – Additional permissions for managing Clients and Leads. 
• Projects – Additional project, schedule, document, mail and communication permissions. 
• Albums – Additional Album permissions. 
• Project Folders – Additional document access and management. 
• Progress Payments – Additional Progress Payment permissions. 
• Finance – Additional financial and reporting permissions. 
• Timesheets – Enable Timesheets and additional timesheet permissions. 
• Branch Settings –  Access selected Branch Settings features. 

Some permissions are only available where the relevant Rave module is included in your subscription.

Reporting Access

Reporting Access is managed separately from the Groups & Permissions settings.

Quantity Surveyors do not have Branch Reporting access by default. Reporting access can be enabled where the user requires additional reporting visibility.