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      Understanding ClientLink™/TeamLink™ Permissions

      Customize project access for clients, subcontractors, vendors, and others with ConstructionOnline's global ClientLink™ & TeamLink™ Permissions

      ConstructionOnline's ClientLink/TeamLink Portal enables construction companies to have the power and ability to improve the construction experience for all parties involved by streamlining communication and visibility with customers on all fronts. Company Administrators for your ConstructionOnline Company are able to define the project elements that are available for access through the ClientLink/TeamLink Portal to define the engagement you anticipate with your clients and team through ConstructionOnline. 

      It's important to keep in mind that ClientLink permissions and TeamLink permissions are global. This means that individual Project permissions cannot be applied. ClientLink user A will have the same permissions as ClientLink user B while TeamLink user C will have the same permissions as TeamLink user D.

      ClientLink™ Features

      • Announcements - Clients can view all project announcements. 
      • Messaging -  Clients can respond to messages sent to them. Clients can also send messages to team members shown in the Portal.
      • Files - Clients can view Files/Folders that are shared to the Portal or copied to the Portal. *test file/photo upload
      • Photos - Clients can view Photos/Albums that are shared to the Portal or copied to the Portal. Clients can also upload photos to share with the 
      • Financial Overview – Clients can view the Initial Project Price plus any Approved Change Orders & Selection Overages for a Running Total. 
      • Change Orders - Clients can view, approve, and/or reject Pending Change Orders.
        • Additional permission options: 
          • Clients can receive Change Order email notifications.
          • Clients can only view Change Orders they are assigned to.
          • Clients can view Ordered/Delivered information for Change Orders.
      • Client Selections - Clients can view Selections and choose from the Selection Choices displayed.
        • Additional permission options:

          • Clients can receive Selection email notifications.

          • Clients can create Selection Choices.
          • Clients can view Ordered/Delivered information for Selection Choices.
      • Calendar - Clients can view Calendar Events and important Due Dates
        • Additional permission options:
          • Clients can view the full Project Calendar OR only events the client is assigned to.
          • Clients can view delays from Daily Logging.
      • Schedule - Clients can view the Schedule Gantt Chart.
        • Additional permission options:
          • Clients cannot view the Schedule Gantt Chart, but can view Milestones on the Project Calendar.
          • Clients can view Cost Impact values for Schedule Tasks.
      • Daily Logging - Clients can view all Daily Log entries. 
      • Punch Lists - Clients can see Punch Lists they're assigned a Viewer on, complete/make changes to Punch Lists they're assigned an Editor on, and complete/make changes to Punch List Items they're an Assigned Resource on
      • To Dos - Clients can view To Dos that they're an Assigned Resource on
      • Requests for Information - Clients can view and respond to RFI's they're Assigned to. They can also create RFIs & send them to Team Members shown in the Portal
      • Transmittals - Clients will receive Transmittals sent to them. 
      • Submittals - Clients can view and respond to Submittals that they're Assigned to.

        • There is an additional option to make closed Submittals visible.

      • Redline Planroom - Clients can view Plans shared to the Portal. You still have to share them from the Redline Planroom tab by right-clicking on the plan > selecting Share > ClientLink
      • Checklists - Clients can see Checklists they're assigned a Viewer on, complete/make changes to Checklists they're assigned an Editor on, and complete/make changes to Checklist Items they're an Assigned Resource on

      TeamLink™ Features

      • Announcements - TeamLink users can view all project announcements. 
      • Messaging -  TeamLink users can respond to messages sent to them. They can also send messages to team members shown in the Portal.
      • Recent Files - TeamLink users can view Files/Folders that are shared to the Portal or copied to the Portal.
      • Recent Photos - TeamLink users can view Photos/Albums that are shared to the Portal or copied to the Portal.
      • Change Orders - TeamLink users can only view Pending Change Orders they're assigned to (they cannot view Draft Change Orders).
        • There is an additional option for TeamLink users to receive Change Order email notifications.
      • Client Selections - TeamLink users can view available Selections.
        • Additional permission options:
          • Only TeamLink users who are Recommended Vendors can view Selections.
          • TeamLink users cannot view Selection Costs and Allowances.
          • TeamLink users can receive Selections email notifications.
      • Calendar - TeamLink users can view Calendar Events and important Due Date.
        • Additional permission options:
          • TeamLink users can view the full Project Calendar OR only events they are assigned to
          • TeamLink users can view delays from Daily Logging.
      • Schedule - TeamLink users can view the Schedule Gantt Chart.
        • Additional permission options: 
          • TeamLink users cannot view the Gantt Chart but can view assigned tasks on the Project Calendar. 
          • TeamLink users cannot view the Gantt Chart but view Milestones on Project Calendar.
          • TeamLink Users can view Cost Impact values for Schedule Tasks. 
      • Daily Logging - TeamLink users can view, create, and edit their own log entries.
        • There is an additional option to make all log entries visible to TeamLink users. 
      • Punch Lists - TeamLink users can see Punch Lists they're assigned a Viewer on, complete/make changes to Punch Lists they're assigned an Editor on, and complete/make changes to Punch List Items they're an Assigned Resource on
      • To Dos - TeamLink users can only view To Dos they're an Assigned Resource on
      • GamePlan™ - TeamLink users can view GamePlans created for them.
      • Requests for Information - TeamLink users can create RFIs and respond to those they're Assigned to. They can also create & send RFIs to Team members shown in the Portal.
      • Transmittals - TeamLink users can receive Transmittals. 
        • There is an additional option that allows them to create Transmittals.
      • Submittals - TeamLink users can view and respond to Submittals.

        • There is an additional option to make closed Submittals visible.

      • Redline Planroom - TeamLink users can view Plans shared to the Portal. You still have to share them from the Redline Planroom tab by right-clicking on the plan > selecting Share > TeamLink
      • Checklists -TeamLink users can see Checklists they're assigned a Viewer on, complete/make changes to Checklists they're assigned an Editor on, and complete/make changes to Checklist Items they're an Assigned Resource on

      Any feature permission with additional options must have the primary permission selected to gain access to the additional permission options. If the primary permission is not selected, the additional permission options will be greyed out. 

      greyed out permission

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