More Control. More Focus. More Security.
New User Role for Subcontractors.
- Targeted Visibility
Only the relevant information and tasks are shared with external users. - Collaborative Tasks
Multiple subcontractors can work on a task simultaneously. - Focused Communication
Exchange only with those truly involved. - Secure Processes
Sensitive data remains protected during task communication.
Step-by-Step Guide
1. Add a New User Globally
1.1. Use the "+ Add User" button to add the desired subcontractor.
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2. Assign User Role and Save
2.1. Fill in all fields with the subcontractor's details and click "Save". |
3. Adjust Task Template
3.1. Select the desired task template. e.g.
3.3. Using drag & drop, add the (pre-configured by CENDAS) field "Task Visibility" at the desired position in the template.
3.4. Complete your changes by clicking the "Save and Publish" button.
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4. Add New User to the Project
4.1. Open the desired project.
4.2. Click on the person icon. | 4.3. Click at the bottom on "+ Add New User".
4.4. Select the created user from the dropdown menu.
4.5. Enter the required data and permissions and add the user by clicking the "Add New User" button. |
5. Release Task for Subcontractor
5.1. Return to the plan overview.
5.1. Open the plan view of the affected plan.
5.2.a. If no task for the subcontractor exists yet, create a new task of the required task type.
5.2.b. If a task for the subcontractor already exists, select it by clicking. The detail view of the respective task will open.
5.3. At the position in the task you selected in step 3.3, you can now add the subcontractor by clicking the "Add Subcontractor" button and checking the box. | |