People & Permissions
Projects change, employees join and leave, team members fluctuate all the time. As we all know, the only constant in managing projects is change. With Procorem, we prepare you to deal with this change whenever it may arise. The People & Permissions tab provides your project managers and Procorem Account Administrators the power to control what each user can do in the system as well as what type of user they are.
How to Access People & Permissions
As with all Account Settings & Configuration pages, you can easily access People & Permissions from the left hand navigation menu on the primary Account View.
Just as with the other settings, only Account Administrators have the ability to access the Account Admin section.
Procorem Note: To learn more about Accounts and how to navigate around the various Account screens, please take a quick look at the Accounts & Roles Introduction article.
Procorem Note: In the Security, Permissions and Guests section of the Procorem Help Guide, we discuss the difference between Members and Guests. If you are not familiar with the distinction, please take a quick look before reading on.
People & Permission Navigation
The People & Permissions page is grouped into three primary tabs: Members, Guests and Contacts. The Members tab will show you all the current members on the accounts, while the guests tab will do the same for all account guests. Contacts is another area for you to store important project contact information – even if those people are not part of the Procorem account.
Individual Person Detail
From the People & Permissions tab, you can manage each member and guest that is part of your Procorem Account. By clicking on an individual’s name, you will enter an area to control more information about that person.
To access this area, first click on the person’s name for which you want to adjust the settings:
Once in the person record, you will be able to see their profile, adjust their preferences, assign them to WorkCenters in bulk and view all the activity which that person has performed in Procorem.
The Profile tab allows you to quickly see information about the person in question. Easily identify their membership level, view any connections they have, see their login email, as well as listed website, address and phone numbers.
The Preferences tab allows Procorem Account Administrators and User Administrators to change the connection, security role and membership level of a particular users. You can upgrade guests to members or downgrade members to guests in this area. You also have the ability to remove the person from the entire account here.
The WorkCenters tab will give a quick view of all the WorkCenters that person has membership to across the entire account. From here you can see the WorkCenter name, Category, Status of Invitation, and Security Role. Another core benefit is that you can quickly add this user to multiple WorkCenters at the same time from this location – saving time and energy for your team.
Curious about what a particular Project Member has been up to or how they are engaging with Procorem? Look no further than the activity stream in the People & Permissions area. From here you can quickly see what users have been doing; from downloading and uploading documents, creating communication posts, creating, updating, modifying or completing tasks and much more. While all activities are integrated with email, the Activities feed in the People & Permission section will provide all activity for an individual user in one place.
Procorem Note: For more information on Activity in Procorem, check out the Activity Introduction article.
The People & Permissions area is the best way for Procorem Account Administrators to manage their business. Go ahead and get in there to see how you can customize your account members to match your process flow!