Commnia Contacts
How to Deactivate Contacts from your Company | Tablet
Commnia provides an easy process to deactivate accounts when colleagues leave your company. 1. Navigate to you company contacts From the Home Screen select Contacts. Select the Directory Tab and Search for your Company via the Filters. 2. View and ...
Global Contact List (Directory) | Tablet
Purpose The Directy (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 | Tablet
Checking if a contact has access to a project can be done in 2 ways: Members of the Project User Group 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 ...
Create a New Company | Tablet
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 ...
Create a New Contact | User Account | Tablet
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 ...
How to resend an invitation or do a password reset for a user? \ Tablet
Select Contacts from the Home Screen. Find the contact you wish to send the invite to or reset the password Click on the ellipsis and select the option you need.
How to Activate a User Account | Tablet
Contacts function allows you to view, edit, deactivate and re-activate contacts from your Company. 1. Navigate to Contacts Select Contacts on the Home Screen. 2. Activate a User Account Your current Contacts are displayed. To access deactivated ...
How to look up a Company's Category | Tablet
To see which category a company belongs in to be able to assign permissions, simply follow the below steps; Select Contacts from the Home Screen The contact is listed in alphabetical order, you can search by Company Name, Category or Trade. You can ...
How to see who is a System Administrator | Tablet
To see who is a system administrator follow below steps; 1. Select Contacts on the home Screen 2. Use the advanced filter and 3. Select Systems Administrator under User Type 4. Click on Apply Once the Filter is applied it will show you all the System ...
How to Give External Users Access to Create and Edit Contacts | Tablet
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. Select Contacts on the Home Page. Search for the user or use ...
How to Export Project Users to Excel | Tablet
Select Contacts on the Home Screen 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.
How to Edit Company Details | Tablet
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 ...
Workflow Group - Adding and Removing Users | Tablet
The Workflow group is a default group, created automatically with the project and is found in Project Groups. Workflow Groups Workflow Group members have the following privileges within their project. Members will be notified when documents are ...
How to Give External Users Access to Create and Edit Contacts | Tablet
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 select Contacts. Search for ...
How to Change Email Address | Tablet
Navigate to the menu bar icon and click Contacts. Begin by searching for the user using the Search bar. Once the user is found, click on the vertical ellipsis (...) button on the far right of the screen and select Change Email. A prompt will appear ...
How to Edit Company Details | Tablet
Only internal users can edit company details. Navigate to the menu bar icon and click Contacts. Select the Directory tab and search for the company name. Once you have selected the company, click on the vertical ellipse (...) icon and select Edit. ...
Workflow Group - Adding and Removing Users | Tablet
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 check which Project Groups a user belongs to | Tablet
Default group (Document Controller List, Procurement Group and Workflow Group) rules: Only System Administrators or users part of the default group can add users to the group. Only System Administrators can remove users from default groups. View a ...