Document Register Access per project for External Parties via Contacts | Web
Document Register Access per project for External Parties via Contacts | Web
In Commnia, you can grant project-specific document access within the register to an external user, ensuring they only see files relevant to that particular project. This access level simplifies collaboration, removing the need for multiple transmittals and keeping project communication streamlined and secure.
Please note that only System Administrators and Document Controllers can enable this access.
Navigate to the menu bar icon and click Contacts under Communication.
Under the Project Users Tab you can 'Search' for the user. Please note that if the user is not part of your project you can either add them or find them in the Directory.
Once you have found the user.
Click on the ellipsis on the far right and select View/Edit.
1. Click on 'Project Settings' tab
2. Select Full Register Access
3. Save
Now the user has instant access to view all Documents in the project without having to wait for a transmittal.
External users can be given access to the full document register based on a project. Navigate to Project Register under Operations. All your projects will be displayed: Select a project Click Users tab Toggle Full Register Access column to give users ...
External users can be given access to create and edit contacts within their company. Only administrators have the authority to assign a user with the ability to create and edit contacts. Navigate to the menu bar icon and click Contacts under ...
External users are users who are not Job Controllers. Their access is limited to items they create, are assigned, or are explicitly shared with them. Permission Key ✅ Allowed ⚠️ Conditional (assignment, visibility, or approval required) ❌ Not allowed ...
The following article will go over how to check what job a user has access to. For more information on how to assign users access to jobs, you can refer to the below articles: To give a user access to the project only, please refer to this article ...
Purpose Commnia's Document Register provides a mass edit function that enables users to modify document details that have been uploaded and classified or labelled incorrectly. With this feature, users can easily update information such as Document ...