User Security tab

User security settings let you specify whether each submittal is accessible to all users in the managing company or only to selected users. Submittal accessibility settings are on the User Security tab of the Submittals module.

To give access to all users in your company, select the All users in my company radio button, and then click Save. To give access to selected users, follow these steps:

  1. Select the Selected users in my company radio button.

  2. From the Select contacts to have access to submittal list, select a company, if applicable.

  3. Check the boxes next to the names of the people you want to give access.

  4. Click the arrow to move the names to the Contacts given access submittal section.

  5. Click Save.