Triark lets you label both companies and people with roles to clarify how they’re involved in your projects and documents. These roles don’t affect access — they’re simply used for structure, filtering, and clarity.
Person roles describe someone’s position or function in a project. They show up when assigning people to documents, revisions, or projects.
Some examples:
• Project Manager
• Engineer
• Document Controller
• Purchaser
• Responsible
You can add as many as needed to reflect your internal team structure.
Company roles help define how an organization relates to your project — for example, as a customer, supplier, or design partner. These roles appear when you link companies to projects and documents.
Some examples:
• Customer
• Supplier
• Design Company
• Fabrication
• Producer
You can include internal departments and external partners.
• Roles are used for labeling — they do not control permissions
• Use consistent terminology to avoid confusion
• Keep the list simple at first — you can always expand it later
