Quantity Surveyor - Rave User Groups & Permissions

Modified on Fri, 29 Aug at 12:11 PM

At Rave Build, we know you like to have options—so we offer 9 different user group types to suit a variety of roles within your business.

In the following articles, we’ll explain each user group in detail, including:

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

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.

How to View Your Branch Users

To view and manage your users:

Click your profile dropdown in the top-right corner of your screen.
Scroll down to the Branch Settings section.
Select "Manage Users."

From here, you can view, edit, and manage all users within your branch.

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

User Groups Explained:

The Last user group is our Tier 1 users - This next group is Quantity Surveyor

Quantity Surveyor is designed for team members who manage both project and client data at a high level mostly in the Financial Parts of Rave..

Default Access:

GENERAL: Full access to add contractors
CRM: Full access to view and manage clients and leads
PROJECTS: Access to view the projects list page, edit some project information, add comments to tasks and view only others comments.
ALBUMS: Access to create/edit/delete albums within projects, ability to add/edit/delete their own album items
PROGRESS PAYMENTS: Allows the user to access the Progress Payment page and add or manage invoiceable items related to deposits, variations, claims etc
FINANCIAL: Allows the user to manage Prelim Budget, Quote Requests, Quotes, Estimates, Purchase Orders and Back Costing

Optional GENERAL Permissions:

Edit Contractor Profiles

Allows the user to edit contractor profile information in their branch

Remove Contractor

Allows the user to remove a contractor from their branch

Optional CRM Permissions:

Change Salesperson
Allows the user to reassign leads to a different salesperson within the branch.
Manage Templates
Allows the user to create, edit, and manage client CRM templates for emailing client log ins and password resets.
Export from CRM
Grants the ability to export lead and client data from the CRM, including using or creating custom export templates.

These optional settings allow you to give Quantity Surveyors greater control over how data is structured and shared—based on their role in your business.

Optional Project Permissions:

In addition to full default access to Projects, you can further customise a Quantity Surveyor's role by enabling or disabling the following optional project permissions:

Edit a Schedule
Allows the user to make changes to the project schedule, including task dates, dependencies, and assignments.
My Comments/Photos on Others’ Tasks (Schedule)
Enables the user to leave comments on tasks they are not directly assigned to—helpful for collaboration or oversight.
Others Comments/Photos on My Tasks (Schedule)
Lets the user edit or remove comments made by others on tasks assigned to them.
Update Project Status
Grants permission to change the overall project status (e.g., from In Pending, Active, Maintenance and Closed).
View Contractor Files Report
Allows access to reports that provide insights into contractor-submitted files.
Edit Contractor Files
Enables the user to edit or replace files uploaded by contractors.
Manage Specific Project Settings
Gives control over certain project-level configurations
Export from the Projects List Page
Allows exporting data from the main Projects page, including applying or creating custom export templates.

These permissions allow you to tailor the Quantity Surveyor's access to fit your workflows—giving them the tools they need while maintaining control over sensitive areas.

Optional Album Permissions:

In addition to standard access, the following optional permissions are available for Albums:

Edit/Delete All Album Items
Allows the user to edit or delete any item in project albums—not just the ones they uploaded.
Move Albums Between Projects
Grants the ability to move entire albums from one project to another. This is useful for consolidating or reassigning project media.
Permanently Delete All Album Items
Enables the user to permanently delete any photo or video in the Albums section, regardless of who uploaded it. Use with caution, as this action cannot be undone.

These options provide flexibility for Quantity Surveyors to manage project media more effectively, especially when overseeing multiple sites or maintaining documentation standards.

Optional Progress Payments Permissions:

In addition to standard access, the following optional permissions are available for Progress Payments

Request Invoices from Progress Payments
Enables the user to generate invoice requests directly from the progress payment entries, streamlining the handover to finance or admin teams.
View Progress Payment Report
Grants visibility of the detailed Progress Payment Report

These permissions are ideal for Quantity Surveyors responsible for cost tracking client invoices.

Optional Financial Management Permissions:

In addition to the default options, you can choose to grant them either View Only or Full Access to the other Financial Management tabs, depending on their responsibilities. This includes areas such as:

Invoices Out
Bills
Financial Notes
Project Profitability Report
Assigned Accounts Report
Charge up Report
Transaction Report
Buy Variance Report
Budget Vs Actual Report
Branch Profitability Report

This flexibility ensures Quantity Surveyors have access to the financial tools they need—while still allowing you to maintain control over sensitive data or approval processes.

Optional Timesheet Permissions:

When Timesheets are enabled for a user, they are automatically granted the ability to enter and manage their own timesheets.

You can then assign additional permissions based on their level of responsibility:

View Branch Timesheet Audit Trail
Allows the user to access a detailed audit of all timesheet entries within the branch, useful for oversight and compliance.
Manage Other Users’ Timesheets (Branch Timesheets Option)
Grants the ability to view, edit, and manage timesheet entries submitted by other users across the branch.
Approve Timesheet Entries
Enables the user to approve or reject submitted timesheets, a key step in timesheet workflows and payroll processes.
Add & Manage Timesheet Budget and Timesheet Tasks (Linked with Financial Management)
Allows users to set up and manage timesheet-related budgets and link tasks directly to cost tracking and forecasting tools.
View Timesheet Hours vs Tasks Report
Provides access to reporting that compares actual hours logged against scheduled tasks, giving insight into project performance and resource efficiency.

These options give Quantity Surveyors control over both their own time tracking and broader timesheet management within the branch—especially valuable when they are involved in resource planning, budgeting, or approvals.

Optional Branch Settings Permission:

The final optional permission is Branch Settings access. When enabled, this allows the user to view and manage specific branch-level settings, depending on the options you choose.

You can control exactly what they can access by ticking or unticking individual checkboxes—giving you flexibility over what areas of the branch configuration they can see or modify.

Examples of configurable branch settings may include:

Branch Contact Details
CRM (Client) Settings
Contractor Settings
Financial Settings
Key Tasks
Project Stages
Timesheets
Product Inventory
Chart of Accounts
Estimate Categories
Manage Users
Branch Level Audit Trail
Branch Forecast

This permission should typically be reserved for trusted users involved in operations, setup, or administration across multiple projects or teams.

Some permissions will only be available with certain modules added onto your Rave Subscription