Managing Invitations - 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

Once another user has accepted your invitation, you can manage the level of access that you are allowing them to have for this project. To manage the level of access your invitees have, 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 Manage Invitations. The Manage Invitations window is displayed.
  5. To change a user's access level, select the desired access level from the user's 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.

    Click the Check icon to save your changes.

    You can also select the X icon to revoke a user's access to the project entirely.