FAQ: Company Contacts

Frequently asked questions about ConstructionOnline Company Contacts

What is the difference between a Company Admin User and Company Employee?

How many Company Contacts can be added to the Company Account?

Where can I manage my Company Contacts in ConstructionOnline?

Can I import Company Employees directly into ConstructionOnline?

What features do Company Contacts have access to in ConstructionOnline?

Are Company Admin User permissions customizable?

Are Company Employee permissions customizable?

Why can't my Company Employee view a Project?

Can I remove a former Company Employee from the Company Account?

What is the difference between a Company Admin User and Company Employee?

Company Admin Users are responsible for the setup and management of many key elements of the ConstructionOnline Company Account and have full access to all features & functions available within their ConstructionOnline subscription, including complete control of the Company Account. Additionally, they can control permissions for other Company Employees & Contacts to determine the level of visibility and access other users have within the Company Account.

⭐ All Company Accounts must have at least one Company Admin User, and most Company Accounts will have multiple Admin Users.

Company Employees, who may also be known as "Company Users," are able to create, share, and manage content within the Company Account, depending on their applied Company Employee permissions. This role is typically designated to internal employees who will not be responsible for Company Account administration functions such as managing employee permissions, creating the Company's Public Profile, creating & managing Company Cost Code Libraries, and/or setting up accounting integration systems.

⭐ All current ConstructionOnline subscriptions allow for an unlimited number of Company Employees.

How many Company Contacts can be added to the Company Account?

Current ConstructionOnline subscription packages allow for an unlimited number of Company Contacts! All ConstructionOnline Company Accounts must have at least one Company Admin User. By default, the Company Account Owner is always designated as a Company Admin User.

*Some legacy subscription packages did provide for a limited amount of Company Contacts. If you find that you are unable to add additional Company Contacts to your Company Account, contact a ConstructionOnline Product Specialist by clicking the orange chat icon, calling 800.700.8321, or emailing info@uda1.com.

Where can I manage my Company Contacts in ConstructionOnline?

Company Admin Users can access a full list of all Company Contacts 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.

Can I import Company Employees directly into ConstructionOnline?

No. By default, all Contacts imported into ConstructionOnline are saved as Basic Contacts. Basic Contacts do not have access to your Company Account or Project Portal and cannot be converted into Company Employees. Because of this, all Company Employees should be added manually into ConstructionOnline so that they have access to your Company Account, Projects, and to ensure correct permissions are set for each user.

If you have imported a Contact you need to designate as a Company Employee, you must delete that Contact from your Contacts List and add them again manually.

What features do Company Contacts have access to in ConstructionOnline?

The features a Company Contact has access to are dependent on what type of Company Contact the user is.

Company Admin Users have full access to all features & functions available within their ConstructionOnline subscription, including complete control of the Company Account and all administrative functions such as the Company's Public Profile, the Company Cost Code Library, and any accounting integration settings. Additionally, they can control permissions for other Company Employees & Contacts to determine the level of visibility and access other users have within the Company Account.

Company Employees, or "Company Users," are able to create, share, and manage content within the Company Account, depending on their designated Company Employee permissions. Once a Company Employee has been added to a Project, they will be able to access ConstructionOnline features based on what they've been given access to through their permissions settings. Company Employees cannot be granted access to certain Company Account administration functions such as managing employee permissions, creating the Company's Public Profile, creating & managing Company Cost Code Libraries, and/or setting up accounting integration systems.

For more details on the levels of visibility and control that Company Employees can have within your Company Account, visit the Understanding Company Employee Permissions article. For step-by-step instructions on setting and managing your employee's permissions, visit the Set Company Employee Permissions and Manage Company Employee Permissions articles.

⭐ Please note that 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.

Are Company Admin User permissions customizable?

No. Company Admin Users have full access to all ConstructionOnline features and functions as well as complete control over the Company Account. These permissions are universal and cannot be edited. Internal employees who will not be responsible for Company Account administration functions should not be designated as a Company Admin User.

Are Company Employee permissions customizable?

Yes! Company Admin Users can determine the level of visibility and control that Company Employees are allowed to have within their ConstructionOnline Company Account through Company Employee permissions. However, please note that Company Employee Permissions are universal. Any changes to your Company's Employee permissions will affect ALL Projects where the permissions are applied.

If an employee needs a different level of permissions for a specific Project, custom Project-Level Permissions can be set for any Company Employee on any given Project. Project-Level Permissions are explicitly set per Project, only applicable to individual employees, and override existing Company Employee Permissions.

Learn more about permissions for Company Employees in the following articles:

Why can't my Company Employee view a Project?

There are a few reasons why your Company Employee—who has been added to the Company Account—might not be able to view a Project in ConstructionOnline:

The Project Status is set to "Pending": If the Status of a Project is set to "Pending", only the Project Creator and Company Admin Users can view the Project in ConstructionOnline. To make the Project visible to your Company Employee, set the Project's Status to "Live." However, please note that Projects with a Project Status of "Live" are accessible to all members of the Project Team—including clients and subs. Once set to "Live," ClientLink and TeamLink Users can access their Project through the Portal and will receive notifications as enabled.
The Company Employee was not added to the Project Team: If your Project's Status is set to "Live" and your Company Employee still cannot access the Project in ConstructionOnline, the Company Employee may not have been added to the Project Team. Company Employees who will be working a ConstructionOnline Project must be added to the Project Team to view and access important project details.
The Company Employee is excluded from existing Company Projects: If the Company Employee was added to the Company Account and the checkbox "Exclude this employee from existing company projects" was marked, the employee cannot view any Projects that were created prior to them being added to the Company Account. In this case, the Company Employee will need to be added to Project Team(s) of the necessary ConstructionOnline Projects.
All of the Company Employee's Permissions are set as "Cannot View": If all of the Company Employee's Permissions are set as "Cannot View", they will not be able to view the Project—even if they have been added to the Project Team.
The Company Employee was removed from the Project: If the Company Employee was previously able to access a Project but is no longer able to, they may have been removed from the Project. Adding the Company Employee back to the Project Team will restore the employee's access to the Project.
1. To learn when the employee was removed from the Project, view your Company's History Log by following the steps outlined in this article.

Can I remove a former Company Employee from the Company Account?

Yes! Company Admin Users can remove Company Employees who are no longer a part of your team from your Company Account. Once removed, the employee will no longer be able to access any of your Company's Projects or data from their ConstructionOnline Account. However, removing a Company Employee from your Company Account does not delete their ConstructionOnline account. Instead, the Company Employee will be disassociated from your Company Account, Company Contacts, and any Company Projects.

Please consider the following information so you know what to expect once you remove a Company Employee from your account:

The deletion of a Company Employee cannot be undone.
Any items created by the Company Employee will not be removed when the Company Employee is removed.
Any tasks the Company Employee was added to as a Resource prior to removal will no longer list the Company Employee as an Assigned or Related Resource.
Ownership for items created by or actions performed by the removed Company Employee will be transferred to the Account Owner.
- Daily Logs are the only exception to this—any Daily Logs created by a Company Employee will retain the employee's name even if the employee is deleted from the Company Account.

Step-by-step instructions for deleting a Company Employee can be found here.

Have more questions?

We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or contact UDA support for additional options.