User Management

Designers / External Users

(Roles: Super Admin, IT Manager)

OVERVIEW

In order for a Designer / User to be able to access SpecWeb, they must first be created in the Admin section by either a Super Admin or IT Manager role. The number of Designers / Users that can be added is predicated on the number of available licenses that have been purchased.

Internal User roles that do not require a purchased, active, license are the Payment Manager and IT Manager roles.

Each role description is displayed by selecting the named button along with a matrix of available functionality of what each assigned role can create, edit or view.

QUICK TUTORIAL

Create Designer

Adding a New Designer (7 Steps)

  • Step 1: In the Left Navigation click on ‘Admin’.
  • Step 2: Go to 'User Management' click on ‘Designers / External Users’.
  • Step 3: Click on ‘Create New Designer’.
  • Step 4: Enter required fields 'Name', and 'Email'.
    'Phone'     is optional.
  • Step 5: Select a 'Specific Office' or select 'All Offices'.
    A Designer can be assigned to more than one Office.
  • Step 6: Click on a Role to be assigned to this Designer / User.
    A Designer / User can be assigned to more than one role. Each role has a written description of the function within the program along with a matrix to show what the role can create, edit or view within the program.
  • Step 7: Click on ‘Save’.
    * The Designer / User will be notified by email requesting to verify their email address and to create a password.

External User

OVERVIEW

An External User is described as a Client or a Vendor.

The Client can review specifications in a read-only view and approve, approve as noted or reject specifications that they receive from a designer.

The Vendor is an entity that can provide pricing and bids for a project that is sent to them by a designer.

In order for an External User to be able to access SpecWeb, they must first be created in the Admin section by either a Super Admin or IT Manager role. These roles do not cost additional expenses or require an active license to the design firm or the external users.

Each role description is displayed by selecting the named button along with a matrix of available functionality of what each assigned role can create, edit or view.

QUICK TUTORIAL

External User

Adding a New External User

  • Step 1: In the Left Navigation click on ‘Admin’.
  • Step 2: Go to 'User Management' click on ‘Designers / External Users’.
  • Step 3: Click on the 'External Users' tab.
  • Step 4: Click on 'Create New External User'.
  • Step 5: Enter required fields 'Contact Name', 'Company Name', and 'Email'.
    'Phone'     is optional.
  • Step 6: Click on the Role to be assigned to this External User.
  • Step 7: Click on ‘Save’.
    * The External User will be notified by email requesting to verify their email address and to create a password.