Granting Users Access to Your Projects                                                                                                                                                                          Account Management.Granting Users Access to Your Projects (320)

Users of the ClimateMaster Solution Center have the ability to grant other CMSC users access to their projects. This is a useful feature if you need to share project information with another user or need to allow an administrative assistant or co-worker to view/edit or manage a project that you have created.

By default only the user that creates a project has access to it. In order for another user to be able to access a project you must specifically grant the user access.

Starting with version 3.3.16 of the Solution Center software, Rep Managers are able to add users to any project for any of the projects that were created by users that they manage. In addition, the creator of the project may grant access to their projects to anyone in the Solution Center.The access is temporary and can be revoked at any time by the project creator or Rep Manager.

To view or edit project access permissions locate the project by navigating to the My Active Projects page. Click the magnifying glass icon  next to the project that you wish to modify.

You will be redirected to the Project Information page. A list of current project users will be displayed in the section labeled Project Users on the right-hand side of the screen.

By default you will only see your user account listed. To modify the users that have access to the project click the  button.

This will redirect you to the Project Users List page. From here you can add, delete and modify the permissions of users that have access to the project.

To give a user access to the project enter the user's login name in the Add User to Project text box and click the  button.

If you don't know the user's login name you can search for the user. Starting in Solution Center version 3.2.85, you are now able to search for users entering either the user's first or last name or user name in the Add User to Project text box. The system will search through the available list of user accounts and display any users that match the characters you entered (see figure below). Click a name to select the user to add to your project.

Alternatively you may enter the user name in the "Add User to Project" text box. Press the  button to add the user to the list of authorized users for the project. By default the user is given Read Only permissions to the project.

There are several permission levels that may be assigned to users which will determine the level of activity and changes that they can make to projects. The permission levels are:

•Read Only - The user can only view the existing project but cannot make any changes to it.

•Can Create New Line Items - The user can create new line items and add them to your project.

•Can Re-select Existing Line Items - Gives the user the ability to re-run performance calculations on existing line items currently contained in the project.

•Can Delete Line Items - Allows the user to delete line items from your project.

•Can Edit Project Information - Gives the user the ability to change data on the project information page.

•Project Administrator - Allows the user to perform administrative tasks related to the project

To modify a user's permissions click on the  icon. The grid will change to edit mode. In the Permission Level column select the new permission level that you wish to assign to the user from the drop down list box.

Once you have selected the appropriate permission level click the save icon  to save your changes. If you wish to cancel any changes you have made click the undo icon .