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Project Permission and Email Notifications

Default Project Permissions:  When Adding New Users: All Users will automatically have permission to access or view ALL Projects.

Default New Projects:  All Users will automatically have permission to access or view a NEW Project unless access to this project is de-selected in the Project Permission and Email Notifications tab.
To limit User access to a specific project, Administrators must manually de-select the checkbox in the Project Permission column to the left of the Project Name.

Vendors and Sub-Contractors:  Account Administrators can provide access to a specific Project by Name to a User, Vendor, or Sub-Contractor. Add the Sub-Contractor or Vendor as a User. De-select the checkbox to the left of the Project Name for each Project this User or Sub-Contractor does NOT have Permission to view or access.
 

In the Project Access and Email Notification (tab) / Columns

User Project Access:  Select / De-select the Projects this User may view/access. Only selected projects will show in all display views related to this User.
User Email Notifications by Project: Select the specific Email Notifications by Project in each column for the Email Alerts that this User should receive.

 

 

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Updated on September 26, 2022