› Introduction

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› Dashboard

Dashboard Overview License Management All Offices All Projects (Dashboard) Recent Projects Recent Specs Specs By Item Type

› Left Navigation Panel

Left Navigation Section All Projects Catalog Page Spec Schedule Section Quick View Recycle Bin Admin Print Log Messages SpecStore Help Center Export Tools Profile

› User Management

User Management Overview Offices Designers / External Users

› Address Books

Address Books Overview Manufacturer Source List Vendor Rep List Project Address List

› Standards

Standards Overview Standards Specification Types Item Types / Templates

› Libraries

Libraries Overview Project Special Instructions Item Special Instructions Submittals Units of Measure Status Colors

› Formats

Format Overview Date Format Currency

› Catalog

Catalog Overview Categories Subcategories

› Purchase Orders

Purchase Orders Overview Client Addresses Bill To Addresses Ship To Addresses Delivery Method Incoterms Terms And Conditions Packing Instructions Shipping Instructions Invoice Instructions Notes PDFs

› Tools

Tools Overview Custom Report Builder Archive Projects Company Settings

› Create New Project

Create New Project - Project Info

› Project Sections

Spec Schedule Project Info - Main Page Project Info - Cover Sheet Image and Logo Project Info - Project PDFs Project Info Team Access Config

› Budget Builder

Preliminary Budget Builder

› Areas and Rooms

Areas/Rooms

› Purchase Orders

Purchase Orders – Pay Requests Option

› Approvals

Client Approvals

› Bids

Vendor Bids

› Printing

Print Project

› Create Spec

Create New Spec

› Spec Sheet Sections

Edit Spec Copy Spec Delete Spec Spec Sheet - Main Page Spec Sheet - Add Additional Image(s) Page Spec Sheet - Add Item PDF(s) Create Catalog Item Messages

› Add-Ons

SpecGrab SpecCAD SpecBIM

› FAQ

SpecWeb went blank after clicking on Config, Spec, Project Info, etc. How do I get it to work? How do I Clean Cookies and Cache? Why can't I edit Labels? How can I change the control number in a Project? How can I reduce the file size of my Print Report? How do I add more Designers / Users? How do I add/edit a cost to an Item after creating it? Why can't I log into Specsources? How can I unlock a Spec? How do I Add / Reduce Number of Licenses? How do I cancel my SpecWeb subscription? How do I log out of Specsources? How do I resend a SpecWeb invitation? How do I change My Payment method? How do I replace a SpecWeb account with another Designer? How do I add a Revision date to all Items at once? Why do my Submittals appear checked when I select a template in my Spec?

› Privacy

Privacy Notice

FAQ

How do I replace a SpecWeb account with another Designer?

There is no ‘Replacing’ a designer / user account with another account. Best Practice is to delete the designer / user in order to free up an active license so that a new designer / user can be created.

Step 1: Go to ‘Dashboard. In the Left Navigation panel, click ‘Admin’.

Step 2: Go to ‘User Management’, click ‘Designers / External Users’.

Step 3: If there are multiple office locations, ‘Select Office’ dropdown to locate the office where the designer / user has been assigned in order to be deleted.

Step 4: To delete a designer / user, click the Trash Bin icon.

Step 5: Click Create New Designer.

Step 6: Enter the required information (Name, Email, Office). Phone is optional.

Step 7: Assign a Role to the Designer/User.

Step 8: Click Save.

Step 9: The Designer / User will be notified via email from SpecWeb@specsources.com to verify their email address and to create their password. Once verified, they will be able to sign in.

Step 10: Confirm that the Designer / User is now able to sign in by reviewing the column ‘Accepted Invitation’. There should be a check mark to indicate the email address has been verified.

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