Set up your team for success in CoConstruct by providing them with the necessary access and permissions based on their role and job in your organization. Each team member interacts with CoConstruct based on TWO types of settings -- certain levels of access plus various permissions.

Project Access = Which projects added to your CoConstruct account a team member is able to open and view. Access ranges from allowing a team member to see:

- ALL projects added to the account
- Just SOME projects you identify are important for them to see
- NO projects at all

Permissions = What actions, functions, or features in the CoConstruct platform a team member is permitted to interact with and at what level. Allow team members to interact with certain areas of the system by selecting from the list provided:

- Update Schedules
- View Financials
- Edit Financials
- Preview Client Side
- View Contacts and Leads
- Add/Edit Contacts and Leads
- Update Templates
- Manage Time Clock

Need a team member to access everything, including certain settings and accounting details? Add them as an Admin user.

WHICH PERMISSIONS WORK BEST?

To guide you in deciding which settings are right for which team members, think first about what actions a team member may be required to perform. Pick from the list below to see which access and permissions allow ("✓") or dis-allow ("X") certain functions in those areas of the system. OR view the full chart of permissions.

Important Rules to Remember:

1. Permission Prerequisites = Some of these permissions operate on levels with prerequisites. For example, in order to make Edits to certain information, a team member must first be able to View the information. The table provided below states the minimum required for the setting/area. Any team member set as an Admin user has access to all settings and functions.
   
   
2. Mobile App Access = Some actions simultaneously appear on the mobile app of CoConstruct. Note which functions exist for the indicated column. note that in some scenarios, permissions differ in the mobile app to better reflect field requirements and needs.

Actions/Functions

PERMISSIONS & ACCESS CHART

Use the below to decide which permissions and access to provide your team for the full website and mobile app. Adjust any permissions when adding new team members from Contacts > My Team OR an existing team member by using the Edit function from the ellipse menu.

Account Wide & Cross-Project

The minimum permission and access settings required to perform general account actions, access cross-project information, and conduct pre-project tasks.

Task Manager	Permission	Access		Notes
View Task Manager	Any*	Any	✓	*Limitations apply to editing, completing, and creating new tasks

Time Clock	Permission	Access		Notes
Clock In/Out	Any	Any*	✓	*All or None project access provides full list of Prospect, Active, and Warranty projects to record time. Some project access limits available projects.
Add Time	Any	Any*	✓
Export	Manage Time Clock	All	X
Approve/Void Time	Manage Time Clock	All	X
View ALL Entries for ALL Users	Manage Time Clock	All	✓
Edit Time	Any*	Any	✓	*CoConstruct keeps an historical record of all changes made to time entries
Push to QuickBooks	Manage Time Clock	All	✓

Contacts + Leads	Permission	Access		Notes
View/Search/Filter Contacts	View Contacts & Leads	Any	✓
Import/Create New Contacts	Add/Edit Contacts & Leads	Any	✓*	*Add new contacts/leads from the mobile app under Contacts
View Individual Records	View Contacts & Leads	Any	✓
Edit Contacts/Lead Details	Add/Edit Contacts & Leads	Any	✓
Delete Contact/Lead	Admin*	All	X	*This can only be done by Admin users
Add/Edit Activities	Add/Edit Contacts & Leads	Any	X
Assign to/Complete Activities	Add/Edit Contacts & Leads	Any	✓*	*See and complete these under Tasks. Editing done on full site
My Team	Admin*	All	X	*Only admin users can view, add, or edit my team users
View Trade Partners	Any	Any	✓*	*View as part of larger contact list or filter by contact type
Add New Trade Partners	Any*	Any	X	*Limitations apply to providing trade partners web access
Give Trade Partners Web Access	Any*	Some**	X	*Only Admins can remove trades from projects **Project access limits ability to give trades access to all projects
Edit/Delete Trade Partners*	Add/Edit Contacts & Leads	Any	X	*Limitations apply to fully deleting trade partners in order to maintain a record of actions and communications

Templates	Permission	Access		Notes
View Cost Catalog	View Financials	Any	X
Add to Cost Catalog	Edit Financials	Any	X
Update Costs to Projects	Edit Financials	Some*	X	*Updating costs on Projects requires access to those projects
Update Costs to Templates	Edit Financials + Update Templates*	Any	X	*Both must be present
View Specs & Selections Templates	Any*	Any	X	*Once reach minimum of View Financials can see templates with budget amounts
Edit Specs & Selections Templates*	Edit Financials + Update Templates**	Any	X	*Editing items, parameters, markup configurations, etc. **Both must be present
Add New Specs & Selections Template	Any	Any*	X	*Requires access to a project to create a template from it
View Proposal Templates	View Financials + Update Templates*	Any	X	*Both must be present
Create & Edit Proposal Templates		Any	X
Save & Preview Proposal Templates		Any	X
Delete Proposal Template	Admin	All	X
View Schedule Templates	Update Templates	Any	X
Edit Schedule Templates	Update Schedules + Update Templates*	Any	X	*Both must be present
Add/Copy/Rename/Delete Schedule Templates	Update Templates	Any*	X	*Requires access to a project to create a template from it

Reports	Permission	Access		Notes
Run Reports	*All	Any*	X	*Access to certain reports dependent on permissions and project access

Settings	Permission	Access		Notes
Personal*	All	Any	X	*This setting lives under a user's name
Account > My Team	Admin	All	X
Warranty Sublists	All	Any	X
Files/Photos Labels	All	Any	X
Job Log Flags	Admin	All	X
Contacts & Project Groups	Admin	All	X
Other Settings	View Financials	Any*	X	*Team member ability to download project data dependent on their project access
Custom Branding	Admin	All	X
Scheduling	Update Templates	Any	X
Estimating	View Financials*	Any	X	*View can only see the page but requires Edit Financials to make any changes
Accounting	Admin	All	X
Trade Partners	Admin	All	X
Holidays	Updates Schedules	Any	X
Lead Intake Form	All	Any	X

Community	Permission	Access		Notes
Access Community Forum	Update Templates Edit Financials Manage Time Clock Admin	Any	✓	Full list of permission requirements to access

Projects	Permission	Access*		Notes
Add a project	Any	Some	X
Edit Project Name + Location	Any	Some	X
Change Project Phase	Any	Some	X
Adjust Financial Structure	Admin*	All	X	*While any user can set up financial structure, only Admins can change this setting once the project is created
Change Update Clearer	Any	Some	X
Add Builders to Project	Admin	All	X
Add Trade Partners to Project	Any	Some	X
Add Clients to Project	Add/Edit Contacts & Leads	Some	X
Determine Client Access	Any*	Some	X	*Admin users can grant client access to the budget and non-Admin users can disable budget access BUT non-Admins cannot re-enable it
Setup + Edit Client Alerts	Add/Edit Contacts & Leads	Some	X
Preview Client Side*	View Financials	Some	X	*Includes using eyeball icon on project
Link Project to QuickBooks	Admin	All	X
Change Default Financial Labels	Any	Some	X

*In most cases, creating or editing project information requires access to that particular project or some projects.

Project Financials

The minimum permission and access settings required to view, create, edit, and share project financial details. Note that access to the individual project is required to complete any actions or view data.

Summary	Permission	Access		Notes
View	Any*	Some	✓	*Level of pricing detail dependent on permissions
Sync Data	Edit Financials	Some	X

Estimate	Permission	Access		Notes
View Estimate	Edit Financials	Some	X
Add/Edit Items	Edit Financials	Some	X
Copy Items to Template	Edit Financials	Some	X
Configure Markup, Margin & Tax	Edit Financials	Some	X
Export to QuickBooks	Edit Financials	Some	X

Proposals	Permission	Access		Notes
View Proposals	View Financials	Some	X
Create/Copy Proposals	View Financials	Some	X
Send Proposals	View Financials	Some	X
Delete Proposals	View Financials	Some	X
Navigate to Proposal Templates	View Financials + Update Templates*	Some	X	*Both must be presesnt

Bids	Permission	Access		Notes
View Bids	View Financials	Some	X
Create/Edit Bid Requests	View Financials	Some	X
Award Bids	View Financials	Some	X
Push Bids to Estimate	Edit Financials	Some	X
Generate Purchase Orders	Edit Financials	Some	X
Cancel Bid Request	View Financials	Some	X

Purchase Orders	Permission	Access		Notes
View Purchase Orders	View Financials	Some	✓
Create/Edit Purchase Orders	Edit Financials	Some	✓*	*Team members with View Financials can create and edit these from the mobile app
Release Purchase Orders	Edit Financials	Some	✓*	*Requires minimum of Edit Financials to release from the mobile app
Add Payments	Edit Financials	Some	X
Add Bills	Edit Financials	Some	X
Push Bills to QuickBooks	Admin	All	X
Revert Purchase Order to Draft	Edit Financials	Some	X
Receive Purchase Order Notifications	View Financials	Some	N/A

Change Orders	Permission	Access		Notes
Create/Edit Change Orders	Edit Financials	Some	✓
View Change Orders	Any*	Some	✓	*Level of pricing detail dependent on permissions
Void Change Orders	Edit Financials	Some	X
Sync with QuickBooks	Edit Financials	Some	X

Budget	Permission	Access		Notes
View Budget	View Financials	Some	✓
Export	View Financials	Some	X
Sync with QuickBooks	Admin	All	X
Enter Actuals	Edit Financials	Some	X
Add Notes	Edit Financials	Some	X

Invoices	Permission	Access		Notes
View Invoices	View Financials	Some	X
Create/Edit Invoices	Edit Financials	Some	X
Enable Payments on Invoices	Admin	All	X
Void Invoices	Edit Financials	Some	X
Resend Invoices	View Financials	Some	X
Push to QuickBooks	Admin	All	X

Project Management

The minimum permission and access settings required to view, create, edit, and share project schedules, tasks, comments, messages, and more. Note that access to the individual project is required to  complete any actions or view data.

Schedule	Permission	Access		Notes
View Schedule (all views)	Any	Some	✓*	*A list and calendar views are available in mobile
Complete Tasks	Update Schedules	Some	✓
View Task Details	Any	Some	✓
Add/View Comments	Any	Some	✓
Create/Edit Tasks*	Update Schedules	Some	✓	*Includes assigning users to tasks
Copy from Template	Update Schedules	Some	X
Set Baseline	Any	Some	X

Hours	Permission	Access		Notes
View Hours	Any	Some	✓

Specs & Selections	Permission	Access		Notes
View Scope of Work*	Any	Some	✓	*Refers to seeing Specification, Client Info, and Trade Partner Info text fields
View Spec & Selection Items with Budget	View Financials	Some	✓
Add/Edit Items	View Financials	Some	X*	*Can add photos to items on the mobile app
Delete Items*	View Financials	Some	X	*Delete only available in the absence of decisions, change orders, or a history of chocies
Make Choices	Edit Financials	Some	✓
Update Item Status*	View Financials	Some	X	*Includes locking an item
View/Add Comments	Any	Some	✓
View Change Log	View Financials	Some	X

Message + Questions	Permission	Access		Notes
Send Messages	Any	Some	✓
Share Messages with Clients	Any	Some	✓
Move Messages	Any	Some	✓
Answer Client Questions	Any	Some	✓

To-dos	Permission	Access		Notes
Create/Edit To-dos	Any	Some	✓
Complete To-dos	Any	Some	✓
Delete To-dos	Any	Some	✓

Job Log	Permission	Access		Notes
View Job Log Entries	Any	Some	✓*	*Only view entries in the last 15 days
Add/Edit Job Log Entries	Any	Some	✓*	*Unable to edit existing notes
Share Entries with Clients	Any	Some	✓

Files + Photos	Permission	Access		Notes
Upload Files + Photos	Any	Some	✓*	*Only upload photos
Label & Describe	Any	Some	✓*	*Upon upload, use full web to edit
Share with Clients and Trade Partners	Any	Some	✓*	*Upon upload, use full web to change
Delete*	Any	Some	X	*Only team members with access to preview client side can delete client uploaded files/photos

Warranty	Permission	Access		Notes
Create/Edit Warranty Requests	Any	Some	✓
Complete Warranty Requests	Any	Some	✓
Accept as Warranty	Any	Some	✓
Decline as Warranty	Any	Some	X
Verify Warranty Request	Any	Some	X
Delete Warranty Request	Any	Some	X

 *Note: Not all features are available on all CoConstruct plans.