Adding Employees and Reps

Adding Employees and Reps

Tip! Employees from your company do not have to be specifically on the Project Directory to access a project.

Reps are users outside of your company that need the same level of access as an employee from your company.

You can configure project security to ensure that only users listed in the Project Directory have access to the project as needed.

1. Click "Manage Members"

2. Click "Employees & Reps"

3. Click the arrow on your company to see the users you want to add to the Project Directory. You must be an Administrator to manage employees.

4. Click the checkbox to select the users you want to add to the Project Directory.

5. Click "Role" and give the user the level of access the user will have to files within a project. This permission can be changed at the folder level when needed.

6. Click these checkboxes to receive all notification emails sent for the project for that category.

7. Click here to set up the Point of Contact for the Project.

8. Click here to set up the Point of Contacts for any Bid Inquiries.

9. Click "Submit"