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Submittal Module, Project Specifications, and Divisions Permissions

Submittal Module, Project Specifications, and Divisions Permissions

Permissions setting to access the submittals module, project spec books, and divisions, submittals on mobile, View, Edit and Manage.
Julien Lavy avatar
Written by Julien Lavy. Updated over a week ago

You will need to have an admin role in order to edit your team's permissions setting for accessing the submittals module, project specifications, and divisions.

Note: currently submittals are view-only on mobile regardless of what permissions you have.

Submittals Permissions Settings

To access Submittals permissions:

  1. Go to "Teams" from the Company Dashboard

  2. Find the user you wish to view or edit permissions

  3. Click on their name

  4. Click on the "Permissions" tab

  5. View "Submittals" permissions in the list

If you have view permission:

  • View existing submittals only

If you have view & edit permission:

  • View existing submittals

  • Edit existing submittals

If you have view, edit & manage permission:

  • View existing submittals

  • Edit existing submittals

  • Create new submittals

  • Close submittals

Project Specifications & Divisions Permissions Settings

To access Project Specifications & Divisions permissions:

  1. Go to "Teams" from the Company Dashboard

  2. Find the user you wish to view or edit permissions

  3. Click on their name

  4. Click on the "Permissions" tab

  5. View "Project Settings" permissions in the list

If you have view permission:

  • View existing specifications & divisions only

If you have view & edit permission:

  • View existing specifications & divisions

  • Edit existing divisions

If you have view, edit & manage permission:

  • View existing specifications & divisions

  • Edit existing divisions

  • Add new specifications

  • Add new divisions

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