To Edit or Delete a Project Member

As a project administrator, after you add members to a project, you can edit their access rights.

Edit

As the project administrator, you assign each user a functional access role (contractor, architect, engineer, owner, inspector, or subcontractor). These user roles have varying levels of permissions. Subcontractors access the project through a separate subcontractor portal and have the most limited functionality of all user roles.

You can also give users these rights:

• Project Admin. Set up or configure project-level data.
• Document Manager. Add and manage documents in the library.
• Photo Viewer. Access photos.

You generally assign roles when you import users from an Excel spreadsheet. You can also change user roles manually.

1. Select Profile menu > Project Admin.
2. Click Members .
3. Select a user and click More Actions > Edit.
4. Change the associated company, project access, permissions, or preferences.
5. Click Save.

Delete

1. Select Profile menu > Project Admin.
2. Click Members .
3. Select a member and click More Actions > Remove.
4. Select the checkbox to confirm that you want to remove the member from the project.
5. Click Delete.