Manage Company Employee Permissions

Customize your ConstructionOnline Company Account by managing your Company Employees' permissions.

OBJECTIVE

To manage permissions for the Company Employees in your Company Account.

BACKGROUND

ConstructionOnline empowers construction teams to collaboratively manage construction jobs from start to finish within a single, comprehensive online system. ConstructionOnline Company Admin Users are responsible for the management of the ConstructionOnline Company Account, including managing Company Employee Permissions. 

THINGS TO CONSIDER

• Company Employee Permissions control what Company Employees can see and do with Company Projects in ConstructionOnline.
• If permissions were not set during initial Company Employee setup, the Company Employee does not have access to any features within the Company Account. 
• Company Employees who need full access to features can be Designated as a New Company Admin User, eliminating the need to set their permissions.
• The majority of ConstructionOnline's User Permission settings provide the same standard 3-levels of control:
  • Cannot View: User has no access to feature-related content.
  • Can View: User can access 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, and remove content.

• To learn more about Company Employee Permissions and exceptions to the standard 3-levels of control, view Understanding Company Employee Permissions.
  
• Company Employee Permissions are not accessible from the ConstructionOnline Mobile App.

STEPS TO MANAGE COMPANY EMPLOYEE PERMISSIONS

1. Locate the Company Dropdown Menu found in the top right corner of ConstructionOnline.
2. Under Company Settings, select Manage Company Users.
   1. This will open the Company Employees page, displaying a list of all Company Employees for your ConstructionOnline Company Account.
3. Right-click on the desired employee.
4. Select the option to Manage Permissions.
   1. This will open the Company Employee Settings page, where you can access Permissions, Project-Level Permissions, and Employee Password.
5. Using the dropdown menus and checkboxes, edit the desired level of permissions for each feature.
   
   
   1. Files and Photos
   2. Redline™ Planroom*
   3. Project Tracking
      1. Daily Logging
      2. To Do Lists
      3. Punch Lists
      4. Checklists
   4. Financials
      1. Estimating
      2. Client Selections
      3. Change Orders*
      4. Invoicing
      5. Profitability Reports
   5. Project Communication
      1. RFI Tracking*
      2. Submittals*
      3. Transmittals*
      4. Inbound Emails
      5. Company Message Conversations
   6. Calendars & Schedules
      1. Calendar
      2. Schedules
   7. Sales Management
      1. Lead Tracking
   8. Company Costbooks
   9. ClientLink™/TeamLink™*
6. Click the blue Save button to finalize your changes.

ALTERNATIVE ACCESS POINTS

• There are two additional locations to manage Company Employee Permissions.
  • Company Overview page
    1. 1. Navigate to the Company Overview page using the Left Sidebar.
       2. Select the Company Employees tab.
       3. Follow steps 3 - 6 as listed above.
  • Contacts page
    1. 1. Navigate to the Contacts page using the Left Sidebar.
       2. Select the Your Company Contacts category.
       3. Follow steps 3 - 6 as listed above.

HAVE MORE QUESTIONS?

• Frequently asked questions (FAQ) regarding Company Contacts & Company Employee Permissions can be found in the FAQ: Company Contacts and FAQ: Company Employee Permissions articles. 
• If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA support page for additional options.