How to check what jobs users have access to

How to check what jobs users have access to

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:
  1. To give a user access to the project only, please refer to this article here.
  2. To give a user access to the project and communication, please refer to this article here.

There are multiple areas in the site that you can use to check who has access to what job.
The simplest method is via Users and Groups.

Check user access via Users and Groups

From the main menu bar,  click Contacts and Select Users and Group              



You will now have a couple of options on how to check if a user is a part of a particular job.
To check for multiple users, the easiest way would be to use the Job filter. Simply select the job in question and it will list all the users who currently have access to the job.





Alternatively, you can search for an individual. Once you've found the individual in question, Click on Options (...) and select View and Edit. 





Under Assigned Projects, you can see all the projects they have access to. Additionally from here, you can amend access by either adding or removing jobs as required.




Check user access via Project Register

From the menu bar, go to Projects -> Project Register.



Select the project in question.
On the right panel, select the Users tab.
This will give a list of all the users that have access to this project.



From here you can:
    1. Add new users via Add Recipient
    2. Remove users from having access via Delete Recipients.
    3. Enable/Disable system recommendations for new documents via Receive New Documents



Check user access via Project Users

From the menu bar, click Contacts and select Project Users.



The following page will appear:


  1. Filter to search for contacts based on the User Groups or Trades you have on the project.
  2. Add users via Add Users.
  3. Remove users via Delete Selected Members




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