Designers / External Users

(Roles: Super Admin, IT Manager)

Designers

Access to SpecsWeb for a Designer / User requires the account to be created within the Admin page by a user with either the Super Admin or IT Manager role.

The number of Designers / Users that can be added is determined by the total number of active licenses purchased for the organization.

Some internal User roles—such as Payment Manager and IT Manager—do not require a purchased license and can be assigned without impacting the license count.

QUICK TUTORIAL

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 SpecWeb along with a matrix to show what the role can create, edit or view within SpecWeb.

• 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

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 provides pricing and bids for a Project a Designer / user has given them access to.

External Users must first be created in the Admin page by either a Super Admin or IT Manager role. No cost to add an External User. 

Notifications received from the Designer.

QUICK TUTORIAL

Add 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.