Inviting Other Users - Electronic Plan Review - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Electronic Plan Review

Platform
OnBase
Product
Electronic Plan Review
Release
Foundation 23.1
License
Standard
Essential
Premier

You can grant access to a project that you have created to another person by sending them an invitation to your project. To send someone an invitation, follow these steps:

  1. Select the Projects tab. The Projects window is displayed.
  2. Click the folder button for the desired project.

    The Project Information window is displayed.

  3. Click the Project Invitations tab. The Project Invitations window is displayed.
  4. Click Invite User. The Invite User window is displayed.
  5. Select one of the following options:
    • Project- select this option to invite the specified person to the selected project.

    • Project Group- select this option to invite the specified person to the project group assigned to the selected project. The invited user will be able to access all projects assigned to the project group of the selected project.

      Note:

      These options are only displayed if the selected project has been assigned to a project group.

  6. To change the access level to be granted to the user, select the desired access level from the Grant Access drop-down list. The following selections are available:

    Option

    Description

    View Only

    When this option is selected, the user will only be able to view project information.

    Upload Access

    When this option is selected, the user will be able to upload and delete documents from the project.

  7. Enter the e-mail address of the person you want to invite to view your project or project group into the Email address field.
  8. Click Invite. The invitation will be sent to the specified address.