- ConstructionOnline Knowledge Base
- Manage Company Users
- FAQ: Company Contacts
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Getting Started
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FAQs
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Workflows
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Manage Account
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Manage Company Users
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Contacts
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Lead Tracking
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Opportunities
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Projects
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Estimating
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Change Orders
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Client Selections
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Purchasing
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Invoicing
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Items Database & Costbooks
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Accounting Integrations
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Scheduling
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Calendars
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To Do Lists
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Punch Lists
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Checklists
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Daily Logs
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GamePlan™
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Time Tracking
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Communication
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RFIs
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Submittals
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Transmittals
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Redline™ Takeoff
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Redline™ Planroom
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Files & Photos
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Company Reporting
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CO™ Drive
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Using the ClientLink™ Portal
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Using the TeamLink™ Portal
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SuiteLink
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CO™ Mobile App
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ConstructionOnline API
What features do Company Contacts have access to in ConstructionOnline?
The features a Company Contact has access to are dependent on what type of Company Contact the user is.
Company Admin Users have full access to all features & functions available within their ConstructionOnline subscription, including complete control of the Company Account and all administrative functions such as the Company's Public Profile, the Company Cost Code Library, and any accounting integration settings. Additionally, they can control permissions for other Company Employees & Contacts to determine the level of visibility and access other users have within the Company Account.
Company Employees, or "Company Users," are able to create, share, and manage content within the Company Account, depending on their designated Company Employee permissions. Once a Company Employee has been added to a Project, they will be able to access ConstructionOnline features based on what they've been given access to through their permissions settings. Company Employees cannot be granted access to certain Company Account administration functions such as managing employee permissions, creating the Company's Public Profile, creating & managing Company Cost Code Libraries, and/or setting up accounting integration systems.
For more details on the levels of visibility and control that Company Employees can have within your Company Account, visit the Understanding Company Employee Permissions article. For step-by-step instructions on setting and managing your employee's permissions, visit the Set Company Employee Permissions and Manage Company Employee Permissions articles.
⭐ Please note that 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.