Page Comparison

Consultants or external parties can be setup set up with select read/write access to certain sections of OneOffice, for a specific contract.

Instructions

1. In Administration, go to ‘Packages’While in ‘Administration’ select ‘Packages'.

2. Install the ‘Consultant’ package.

3. Within a the contract menu, you the ‘Consultants’ tab will now see ‘Consultants’ on the left menu

   Click on ‘Add’ and then select the consultant organization name (this will be their ConneX account)

   show.

   1. If the Organization is not provided in the organization list and they have a ConneX account follow these instructions.

4. Click on the checkboxes for the different areas of the contract you would like to provide for read/write access

5. Click on ‘Save’

‘Do Estimate’ = Ability to edit the project item list , or Engineer’s Estimate. Ability to update funding. Access to view reports, contract and project details, and funding information.

‘Do Bidding’ = Ability to edit all pages within the Bidding menu, with the exception of the bidVAULT sync. Access to view funding, contract and project details, reports, and messages.

‘Do Inspection' = Ability to edit the Inspections, Item Record Account, and Weekly Diary sections. Access to view the reports, funding, bidding, contract changes, payments, change in status/suspension of work and contract and project details. Additionally fuel escalation and Material Testing sections are also made available.

‘Do Contract Change’ = Ability to edit the Contract Change page, including item funding setup. Access to view the reports, funding, bidding, inspections, item record account, weekly diary, payments, and contract and project details

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