Video - InEight Document Enhanced - Manage Lot Types & Control Access

TRANSCRIPT

This video demonstrates how to manage lot types and control access to lot types.

This is useful, for example, if you have multiple contractors on a project and wish to restrict one contractor from seeing what another contractor has access to. To create lot types from within the lot's register, click Actions.

And select Manage lot types.

Click here to create a new lot type.

Then, within the lot details window, enter the lot type code, title, and select the modules to be included for that specific lot type.

Click here to manage user access to the lot type. Since access to lots is controlled at a lot type level, you can give all users on this project who have the lots module access to this lot type, or choose the originator company and selected companies/user option.

You can then select individual users.

Select users via their role on the project.

Or select the whole company that can access this lot time.

By default, users and companies will be given view access to this type.

But this can be updated to edit access. So users can make changes to this lot type. Click save once complete.

The new lot type is now available to everyone on the project with access to this module, unless you have restricted access to certain users or companies.

Administrators can update access to the lots module from the address book user security tab or within the security group.

Well, that's how to manage lot types and access to lot types. Thanks for watching.