Different roles are available for your users to keep levels of access uniform across Projectmates. As their needs and permission may vary between projects, this guide will show how to change the permissions granted to each role.
To change the rights granted to a role:
1. Access the Project Admin screen
- From inside a 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. Navigate to the tool you want to change
- For this example, let's look into changing access for Submittals. From within the Project Admin screen, click on Submittals.
3. Find the thread or menu you want to change access for
- Click on the name of the thread or menu from the list below:
4. Change the access
- Scroll to the list of roles at the bottom of the page.
- Check or uncheck the boxes as needed per role.
Helpful Hint: After you've finished making your changes, be sure to hit the save button in the top right.
Click on the silhouettes icon next to each role for a list of users in that role.
Quickly check or uncheck each box in that row by using the checkmarks to the left of the boxes.
For a description of what each checkbox allows, hover your cursor over the "?" just above the role names.