How do I update "Copy To" recipients for DFRs (Daily Field Reports) ?

Project Admin users have access to update the list of Copy To recipients for Daily Field Reports through Project Admin Settings. 

Helpful Hint: Modifying the recipients will only change the current project. A Site Admin will need to change the Master Project Template(s) in order to affect future projects.

To manage "Copy To" users in DFRs:

1. From inside the project, click the red gear icon on the right-hand side of the page to open Project Admin Settings. 

   Helpful Hint: If you don't see the red gear icon, then you do not have access to make this change. Please check with your Site Admin to get the changes made that you need.

2. Under" "Construction Mgmt", click Daily Field Reports
3. Select the DFR Thread where you want to set or change the "Copy To" recipients.

   Helpful Hint: You can select to view users "With rights to this area" or "Users with rights to this Project". If you select a user who just has 'rights to the project', it means they will receive the email notification upon the completion of the DFR with its contents, but will not be able to see that area of the project when logging into Projectmates.

4. Click the dropdown menu in the Copy to field & select the appropriate user from the list.

   Helpful Hint: If you don’t see a users’ name listed, their user Role will need to be updated with View rights. Once the access change is made, click Save in the top-right corner then refresh the page.

5. Click Save in the top-right corner to finalize the changes.