- ConstructionOnline Knowledge Base
- Manage Company Users
- FAQ: Company Employee Permissions
-
Getting Started
-
FAQs
-
Workflows
-
Manage Account
-
Manage Company Users
-
Contacts
-
Lead Tracking
-
Opportunities
-
Projects
-
Estimating
-
Change Orders
-
Client Selections
-
Purchasing
-
Invoicing
-
Items Database & Costbooks
-
Accounting Integrations
-
Scheduling
-
Calendars
-
To Do Lists
-
Punch Lists
-
Checklists
-
Daily Logs
-
GamePlan™
-
Time Tracking
-
Communication
-
RFIs
-
Submittals
-
Transmittals
-
Redline™ Takeoff
-
Redline™ Planroom
-
Files & Photos
-
Company Reporting
-
CO™ Drive
-
Using the ClientLink™ Portal
-
Using the TeamLink™ Portal
-
SuiteLink
-
CO™ Mobile App
-
ConstructionOnline API
What features can Company Employee Permissions be set for?
Company Employee Permissions can be set for the following features depending on your company's ConstructionOnline subscription*:
Files and Photos, Daily Logging, To Do Lists, Punch Lists, Checklists, RFI Tracking, Submittals, Transmittals, Inbound Emails, Redline™ Planroom, Estimating, Client Selections, Change Orders, Invoicing, Calendar, Schedules, and Lead Tracking.
Additionally, Company Employee Permissions can be enabled so that the user can:
- Generate Profitability Reports
- View all Company Message Conversations (even if they are not explicitly added as a recipient)
- Add, edit, & delete Company Costbooks
- Adjust what ClientLink™ and TeamLink™ Users are able to see in their Projects.
Please note that even if a Company Employee has been given accurate Company Employee Permissions, they must be added to a Live Project to access the majority of ConstructionOnline features.
*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.