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TC1 version
Contacts and users
In ProjectSight, the following types of contacts and users are available.
Access ProjectSight | Comment on a record | Manage project files and records | |
---|---|---|---|
Company contacts | clear | clear | clear |
Project contacts | clear | check1 | clear |
ProjectSight users | check | check | check2 |
- A company contact may or may not be a ProjectSight user or a project contact.
- A project contact is always a company contact and may also be a ProjectSight user.
- A ProjectSight user is always a company contact and may also be a project contact.
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If you're a company contact, your name is included on the Contacts tab of a company record. You become a company contact when:
- You're added to the Contacts tab of a company record.
- A user record is created for you. You're added automatically to the selected company.
- You're invited to a project.
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Contacts tab of a company record
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Company field in a user record
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New team member added to a company record
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If you're a project contact, you have access to a project. You become a project contact when:
- You're invited through the team member settings, the project banner, or a contact search dialog.
- The project is selected in your user record.
- The project is selected for you on the Contacts tab of the company record.
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Invitation button on the banner
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Invitation button in a contact search dialog
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Project Permissions in a user record
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Projects cell on the Contacts tab of a company record
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You become a ProjectSight user when:
- The portfolio administrator invites you to collaborate in a portfolio by creating a user record for you.
- A ProjectSight user invites you to collaborate in a project through the team member settings, the project banner, or a contact search dialog.
- You create a Trimble Identity account from the ProjectSight page and then sign in to ProjectSight.
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Invitation button on the banner
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Invitation button in a contact search dialog
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