Understanding 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 ONLY

  • Announcements - Clients can view all project announcements. 
  • Messaging -  Clients can create & respond to messages. Users can send messages to team members shown in the Portal.
  • Recent Files - Clients can view files shared to the ClientLink Portal. 
  • Recent Photos - Clients can view photos shared to the ClientLink Portal.
  • Financial Overview – Clients can view the initial contract price, accepted change order amount, and total selection overage.
  • Change Orders - Clients can view Change Orders (except Draft Change Orders) and approve or reject them.
    • There is an additional option to send Change Order email notifications.
  • Client Selections - Clients can view Selections and choose from those displayed.
    • There is an additional option to send Selection email notifications.

  • Calendar - Clients can view Calendar events, due dates, and delays.
    • Additional options include:
      • Show the full Project Calendar OR only events the client is assigned to
      • Show delays from Daily Logging
  • Schedule - Clients can view the Schedule Gantt Chart.
    • There is an additional option to the hide Gantt Chart, but show Milestones on the Project Calendar.
  • Daily Logging - Clients can view log entries. 
  • Punch Lists - Clients can view Punch List items.
  • To Dos - Clients can view Project To Dos 
  • Requests for Information - Clients can answer and create RFIs.
  • Transmittals - Clients can receive Transmittals. 
    • There is an additional option that allows clients to create Transmittals.
  • Submittals - Clients can view and respond to Submittals.
    • There is an additional option to make closed Submittals visible.

  • Redline Planroom - Clients can view Redline folders and sheets that have been shared to the ClientLink Portal. 
  • Checklists - Clients can view Checklist items. 

TEAMLINK ONLY

  • Announcements - Subcontractors can view all project announcements.
  • Messaging- Clients can create & respond to messages. Users can send messages to team members shown in the Portal.
  • Recent Files - Subcontractors can view files shared to the TeamLink Portal. 
  • Recent Photos - Subcontractors can view photos shared to the TeamLink Portal.
  • Change Orders - Subcontractors can view Change Orders assigned to them (except Draft Change Orders).
    • There is an additional option to send Change Order email notifications.
  • Client Selections - Subcontractors can view available Selections.
    • Additional options include:
      • Only show Selections to TeamLink users who are Recommended Vendors.
      • Hide Selection Costs and Allowances
      • Send Selections email notifications
  • Calendar - Clients can view Calendar events, due dates, and delays.
    • Additional options include:
      • Show the full Project Calendar OR only events the subcontractor is assigned to
      • Show delays from Daily Logging 
  • Schedule - Clients can view the Schedule Gantt Chart.
    • Additional options include: 
      • Hide the Gantt Chart but show assigned tasks on the Project Calendar. 
      • Hide Gantt Chart but show Milestones on Project Calendar.
  • Daily Logging - Subcontractors can create and edit log entries.
  • Punch Lists - Subcontractors can access Punch List items.
  • To Dos - Team members can view project To Dos 
  • GamePlan - Subcontractors can view GamePlans created for them.
  • Requests for Information - Subcontractors can answer and create RFIs.
  • Transmittals - Subcontractors can receive Transmittals. 
    • There is an additional option that allows subcontractors to create Transmittals.
  • Submittals - Subcontractors can view and respond to Submittals.
    • There is an additional option to make closed Submittals visible.

  • Redline Planroom - Subcontractors can view Redline folders and sheets shared to the TeamLink Portal. 
  • Checklists - Subcontractors can access Checklist items. 

HAVE MORE QUESTIONS?

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