Granting access to assets, projects and tender requests
There are a couple of different ways you can approach managing the assets and projects your team members have access to. Learn more about them in this article.
Option 1: Grant access to Assets
Step 1: Click the icon with your initials at the bottom left-hand corner of your screen and go to Access Management.
Step 2: In order to grant access to assets, projects and tender requests, you should select a team member in the first column.
Step 3: Select the assets and projects to which this team member should have access to by clicking on the toggle switch
Once you have given the team member access to an asset, all projects and tenders from that asset will be available for them as well. If you want to limit someone's access to a building, you can manually adjust each project and tender to better fit the company's needs. Please find below a guide on how to grant access solely to a project.
Option 2: Grant access to Projects and Tender requests
Step 1: Select the team member that should have access to that project.
Step 2: Click on the asset for which project you want to grant them access to, but do not click on the toggle switch.
Step 3: Once you see the list of projects for that asset, you will be able to select the one for which the team member needs access to.
Step 4: Click on the toggle switch to give the person access to that specific project.
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