Project Settings

Create/Manage Project Member Roles
1)    To start, select the Projects tab on the top menu. 2)    This pulls up a list of your current projects.  Select the project you want...
Wed, 3 Oct, 2018 at 10:37 AM
Manage Project Permissions
Project permissions are used to control the parts of the project the project member has access to.  Project permissions are initially set when the member is...
Wed, 10 Oct, 2018 at 9:38 AM
Add/Remove Project Administrators
Adding and removing project administrators can only be performed by the project owner. 1)    To start, select the Projects tab on the top menu. ...
Fri, 5 Oct, 2018 at 11:56 AM
Manage Document Categories
This article teaches you how to manage your document categories.  More specifically, you can add a document category, add a sub category, set permissions, a...
Sat, 18 Aug, 2018 at 5:18 AM
Manage Document Statuses
1)    To start, select the Projects tab on the top menu. 2)    This pulls up a list of your current projects.  Select the project you want to ed...
Fri, 5 Oct, 2018 at 11:58 AM
Manage Submittal Statuses
Managing submittal statuses is only an option for Pro members. 1)    To start, select the Projects tab on the top menu. 2)    This pulls up ...
Sat, 18 Aug, 2018 at 5:18 AM