Commnia Contacts
Workflow Group - Adding and Removing Users | Desktop
The Workflow group is a default group, getting created automatically with the project and it's found in Project Groups. Workflow Groups Workflow Group members have the following privileges within their project. Members will be notified when documents ...
How to Deactivate User Account
Navigate to the menu bar icon and click Contacts under Communication. Search for the user you wish to de-activate in the search filters. Once you have found the user. Click on the ellipsis on the far right and select De-activate account. Click ...
How to Edit Company Details
Only internal users can edit company details. Navigate to the menu bar icon and click Contacts under Communication. Select the Directory tab and search for the company name. Once you have selected the company, click on the ellipsis (...) and select ...
How to Export Project Users to Excel
Navigate to the menu bar icon and click Contacts under Communication. Ensure you are in the Project Users tab. Click Export to Excel. The excel sheet will open showing all users that are part of the project.
Commnia: New Contact Interface
Introducing the new Commnia Contact Interface, where you can create new contacts, groups and companies. Allowing you to manage your contacts from one single easy to use module. Navigate to Contacts Navigate to the menu bar icon and click Contacts ...
How to Give External Users Access to Create and Edit Contacts
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 ...
How to Change Email Address
Navigate to the menu bar icon and click Contacts under Communication. You must first search for the user using the Search bar. Once the user is found, click on the ellipsis button (three orange dots) on the far left of the screen and select Change ...
How to see who is a system administrator
To see who is a system administrator follow below steps; 1. Navigate to the menu bar icon and click Contacts 2. Use the advanced search to filter Security Groups to Systems Administrator 3. A list of users who have System Administrator permissions in ...
Edit Company Contacts
If you would like to edit personal details, change project access and update security features of a Company Contact click View/Edit from the Options icon. Editing contacts will be divided into 2 tabs; User Details and Assigned Projects. Edit contact ...
How to look up a Company's Category
To see which category a company belongs in to be able to assign permissions, simply follow the below steps; Navigate to the menu bar icon and click Contacts under Communication. Select the Directory tab. The contact is listed in alphabetical order, ...
How to Activate a User Account
Contacts function allows you to view, edit, deactivate and re-activate contacts from your Company. 1. Navigate to Contacts Navigate to the menu bar icon and click Contacts under Communication. 2. Activate a User Account Your current Contacts are ...
How to resend an invitation or do a password reset for a user?
Navigate to the menu bar icon and click Contacts under Communication. Find the contact you wish to send the invite to or reset the password Click on the ellipsis Select " Send account details" from the menu
Create a New Contact | User Account
Purpose Follow the steps to create a new user account with Commnia, enabling the individual to access and utilise the platform for project collaboration and communication. Consideration Only System Administrators can create new internal user accounts ...
My Profile | Overview
Purpose My Profile provide users with the ability to view and update their personal and company information. This feature enables individuals to easily access and modify their profile details, ensuring that their personal information remains up to ...
Create a New Company
With Commnia you can create your own company CRM by adding your contacts into Commnia. If you have a long list of contacts you wish to add, email your list to support@commnia.com, and we'll upload the list for you. When you add a new contact to ...
Global Contact List (Directory)
Purpose The Global Contact List enables users to effortlessly find and retrieve contact information required for project-related communications and collaboration. Consideration Global Contact List is only available to internal users Only ...
How to Check if a Contact has Access to a Project
Checking if a contact has access to a project can be done in 2 ways: Option 1 Navigate to the menu bar icon and select Contacts. All the users who have access to the selected project will be displayed in the Project Users tab; Option 2 To check the ...
How to Deactivate Contacts from your Company
My Company function allows you to view, edit and deactivate contacts from your Company. 1. Navigate to My Company Navigate to the top right of your screen, click on your Profile Icon and from the dropdown menu select My Company. 2. View and ...