User Groups
The following groups are system-based:
*note: these cannot be edited. Please create a new custom group to customize
Project Admin full access to projects they are assigned to
System Admin full access to all projects and settings, regardless if they are assigned or not to a project
Account Admin all of the above plus the ability to manage their BuildTools subscription
Company Rep, Client, and Project User can only see those projects to which they are assigned (part of the Directory), and have limited access to modules within those projects
Finding and Creating User Groups
Go to System Settings---->Click Permissions
You'll see all system and custom groups
The grayed-out groups are system-based and cannot be edited, but you can edit any other groups + add new custom groups
Double click a group to edit
Or click the + button to create a new custom group
Assigning users to groups
Now in Contacts you can swap out groups as needed. Open a contact and pick from system and custom groups
*note: only groups tailored for that type of user will be shown
For help and questions please reach out to Support