Set Custom Project Permissions for Company Employees

Customize access to company projects by creating custom Project-Level Permissions for your Company Employees.

OBJECTIVE

To set Project-Level Permissions for Company Employees in ConstructionOnline.

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 permissions for Company Employees. In addition to general Company Employee Permissions, Company Admin Users can also set custom Project-Level Permissions for Company Employees. Project-Level Permissions can be created for individual projects and customized at any time. 

THINGS TO CONSIDER

  • When a Company Employee is initially added to a Company Project, the Company Admin User will be prompted to set Project-Level Permissions or apply company permission settings (predetermined Company Employee Permissions).
  • Project-Level Permissions override the employee's existing Company Employee Permissions and allow the Company Admin User to create a new set of custom permissions for that specific project
    • Project-Level Permissions will not impact any settings within the employee's existing Company Employee Permissions. 
  • Only Company Admin Users can assign Project-Level Permissions to other Company Employees. 
  • 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. 

Permissions for certain features cannot be set with Project-Level Permissions. These include: Profitability Reports, Company Message Conversations, Company Costbooks, and ClientLink™/TeamLink™ Settings. These features can only be controlled within Company Employee Permissions.

  • Project-Level Permissions are not accessible from the ConstructionOnline Mobile App.  

STEPS TO SET CUSTOM PROJECT PERMISSIONS FOR COMPANY EMPLOYEES

  1. Locate the Company Dropdown Menu found in the top right corner of ConstructionOnline. 
  2. Under Company Settings, select Manage Company Users

    Company Settings 
  3. Right-click on the desired Company Employee.
  4. Select the option Manage Permissions

     Manage Permissions
  5. Select the Project Level Permissions tab.
  6. Locate the desired Project and click the grey pencil icon.
    1. If the pencil icon is not visible, the Company Employee needs to be added to the project. Click the green (+) icon to add the employee to the project. 

      Add to Project
  7. Unmark the checkbox located in the bottom left corner of the Custom Project Permissions window.

    Mark checkbox for company permission settings
  8. Using the dropdown menus, 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. Project Communication
      1. RFI Tracking*
      2. Submittals*
      3. Transmittals*
      4. Inbound Emails
    6. Calendars & Schedules
      1. Calendars
      2. Schedules
  9. Click the next two Save buttons to finalize the employee's custom permissions. 

To learn more about permission levels for a specific feature, view Understanding Company Employee Permissions

*Access to Redline Planroom, RFI Tracking, Submittals, Transmittals, or Change Orders depend on your company's ConstructionOnline subscription level. 

ALTERNATIVE ACCESS POINTS

  • There are two additional locations to manage Project-Level Permissions. 
    • Company Overview page
        1. Navigate to the Company Overview page using the Left Sidebar.
        2. Select the Company Employees tab.
        3. Follow steps 4 - 9 as listed above
    • Contacts page
        1. Navigate to the Contacts page using the Left Sidebar.
        2. Select the category Your Company Contacts.
        3. Follow steps  4 - 9 as listed above. 

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.