Roles

Roles

There are two roles available to which you can assign a user:

Assigning user role

First, log into the Self-Service Portal, see: Accessing and Logging into the Self-Service Portal for more information. 

Click on the Users icon  in the sidebar and select "Users" 

Click on the user role to change their

On the Users screen, you see all the users you that are associated with your organization/Company.

• Company Admin - each organization has at least one Company Admin. This person has access to the User Management portal and can invite users to join the organization, manage existing users and license allocation, and can off-board users when they are no longer with an organization. Company Admins have full access to Takeoff projects from ConstructConnect Takeoff. 
• Editor - editors have full access to Takeoff projects from ConstructConnect Takeoff. They can add, modify, delete any project, and they can invite users to collaborate on any project. They do not have access to User Management or the Self-Service Portal.
• Team Member - this is the level of access most users require. They have the ability to create projects, save searches, view documents, send projects to Takeoff, and invite other users to collaborate on Takeoff projects.