Frequently asked questions about permissions for Company Employees
What are Company Employee Permissions?
What are Project-Level Permissions for Company Employees?
Do all Company Employees have Company Employee Permissions?
Who can edit Company Employee Permissions?
Where can I edit Company Employee Permissions?
What features can Company Employee Permissions be set for?
What are the different levels of access for Company Employee Permissions?
What are Company Employee Permissions?
Company Employee Permissions in ConstructionOnline determine the level of visibility and control that Company Employees are allowed to have within the Company Account. They do so by establishing what ConstructionOnline features the Company Employee can access AND the level of access they are permitted to have for each feature.
Each Company Employee is assigned their own set of customized Company Employee Permissions during initial contact creation, making Company Employee Permissions unique for every Company Employee within the Company Account. The permissions set during initial contact creation will act as the default permissions set for any future Company Projects the employee is added to. However, these permissions can be adjusted on a project-by-project basis when the Company Employee is added to a Project or at any time from their Project-Level Permissions.
Please note that if permissions were not set during the initial contact creation of the Company Employee, the Company Employee will not have access to any features within the Company Account as the default permissions for newly created Company Employees are "Cannot View".
What are Project-Level Permissions for Company Employees?
Project-Level Permissions are custom Company Employee Permissions that can be set for specific projects. These permissions override an employee's Company Employee Permissions for a project without permanently impacting the employee's default Permission settings. Every time a Company Employee is added to a Project, the Company Admin User adding the Company Employee will be prompted to use the default Company Employee Permission settings or create a new set of custom permissions for that specific project.
More information and step-by-step instructions for setting Project-Level Permissions for Company Employees can be found here.
Do all Company Employees have Company Employee Permissions?
Yes, all Company Employees have Company Employee Permissions. The Company Employee contact designation is designed for internal employees who will need to create, share, and manage content within the Company Account, but do not need full access to all of the account's features and functions and, therefore, will have limitations in place. Internal employees who will be responsible for Company Account administration functions, and who will need full access to all features and functions available with your ConstructionOnline subscription, should be designated as a Company Admin User.
Who can edit Company Employee Permissions?
Company Admin Users are responsible for setting and managing permissions for both new and existing Company Employees, and are the only contact designation that can do so. To learn where Company Admin Users can manage Company Employee Permissions, visit this FAQ.
Where can I edit Company Employee Permissions?
Company Employee Permissions are managed within Company Employee Settings—the main point of access for editing a Company Employee's default Permissions, Project-Level Permissions, and password. To access Company Employee Settings, Company Admin Users must navigate to their Company Employee Contact list.
A full list of all Company Employees can be accessed three different ways in ConstructionOnline:
- Navigate to the Company Overview via the Left Sidebar, and select the "Company Employees" tab.
- Locate the Company Dropdown Menu in the top right-hand corner of your account, and select "Manage Company Users" under Company Settings.
- Navigate to your Company Contacts via the Left Sidebar, and select the "Your Company" tab to filter all of your Company's Contacts.
Once you've reached your Company Employee Contact list, right-click on the desired Company Employee and choose "Manage Permissions" from the dropdown menu. This will open the Company Employee Settings window where you can manage the Company Employee's default Permissions and Project-Level Permissions.
To learn more about managing Company Employee Permissions, visit the following articles:
What features can Company Employee Permissions be set for?
Company Employee Permissions can be set for the following features depending on your company's ConstructionOnline subscription*:
Files and Photos, Daily Logging, To Do Lists, Punch Lists, Checklists, RFI Tracking, Submittals, Transmittals, Inbound Emails, Redline™ Planroom, Estimating, Client Selections, Change Orders, Invoicing, Calendar, Schedules, and Lead Tracking.
Additionally, Company Employee Permissions can be enabled so that the user can:
- Generate Profitability Reports
- View all Company Message Conversations (even if they are not explicitly added as a recipient)
- Add, edit, & delete Company Costbooks
- Adjust what ClientLink™ and TeamLink™ Users are able to see in their Projects.
Please note that even if a Company Employee has been given accurate Company Employee Permissions, they must be added to a Live Project to access the majority of ConstructionOnline features.
*Access to certain ConstructionOnline features, such as the TrueVision Business Intelligence toolkit, Time Tracking, Redline Planroom & Takeoff, Change Orders, RFI Tracking, Smart Document Branding, and more, are dependent on your Company's ConstructionOnline subscription level. If you have questions about your current ConstructionOnline subscription, contact a ConstructionOnline Product Specialist by clicking the orange chat icon, calling 800.700.8321, or emailing info@uda1.com.
What are the different levels of access for Company Employee Permissions?
The majority of Company Employee Permissions offer the same standard three levels of control:
- Cannot View: User has no access to feature-related content
- Can View: User has access to feature-related content, but cannot modify or manage the content
- Can Create, Edit, & Delete: User has complete access to all feature-related content and can add, update, or remove content
ConstructionOnline's three levels of access apply to the following feature segments: To Do Lists, Punch Lists, Checklists, Estimating, Client Selections, Change Orders, Invoicing, RFIs, Submittals, Transmittals, Inbound Emails, Calendars, Schedules, and Lead Tracking.
However, some feature segments within ConstructionOnline are exceptions to the standard three levels—providing additional or fewer levels of access. These features include: Files and Photos, Redline™ Planroom, Daily Logging, Profitability Reporting, Project Communication, Company Costbooks, and ClientLink/TeamLink Settings.
To learn more about these exceptions, visit the Understanding Company Employee Permissions article.
Have more questions?
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