There are two(2) ways on how to go to User Type Access page:

a. From your navigation bar, go to Management > User Access> User Type Access.

b. From your search bar, type in "User Type Access".

ADMIN PRIVILEGE

Admin Privilege allows you to give other user types an access that only manager or owner has privilege to. These functions include: business profile, contacts, create project, project details, and project members.

1. Click on Admin Privilege to see its content.

2. On the table's columns, notice that there are five (5) default user types: (1) Manager, (2) Employee, (3) Subcontractor, (4) Supplier, and (Customer).
If you have added a user type, it will shown beside the Customer column.

3. Tick the checkbox aligning to which page you would like the user type to have access to. You can tick the main checkbox on top to automatically tick all boxes under that column. Your changes are automatically saved upon ticking on a checkbox.

Legend: Red boxes (columns) indicate the user types whilst the blue boxes (rows) indicate the Small Builders' pages.

If your user has more than one user types, you need to apply the changes to all user type columns.


Example: 

1. User1 is tagged to Project1 with user role as Employee.
2. User1 has been added to your team with user role as NewUserType and is tagged to all projects.
3. On your Admin Privilege tab, you can see that the Create Project is checked on the Employee column (meaning it has access) but on the NewUserType column, the Create Project is not checked (meaning it has no access).
4. If you want to remove the access of User1 to your Create Project function, you need to uncheck this item both on Employee column and NewUserType column.

USER ACCESS

User Access allows you to manage the availability of the forms and reports to the users in your portal.

1. Click on User Access to see its content.

2. On the rows, you can see the main phases of Small Builders. Click the plus (+) button to see the pages inside each phase. 

The pages inside can also contain sub-pages. Do the same to see its content.


3. Tick the checkbox aligning to which page you would like the user type to have access to. You can tick the main checkbox on top to automatically tick all boxes under that column.

NOTE:

If your user has more than one user types, you need to apply the changes to all user type columns.

Example: 

1. User1 has been added to your portal as Employee.
2. User1 has been added to your team as NewUserType and is tagged to all projects.
3. On your user access page, you can see that the Employee column has access to expense form but on the NewUserType column, the expense form is not checked (meaning it has no access).
4. If you want to remove the access of User1 to your expense form, you need to uncheck the expense form both on Employee column and NewUserType column.

4. Click Save.

ADDING USER TYPES

1. Click the Control User Type button.

Notice that the the default user types are the ones listed here.

2. Click on any of the plus (+) buttons to add a new user type.

3. Type in the new user type on the added row.

4. Click on the minus (-) button to remove a user type.
Note: You cannot remove a default user type.

5. Click Save Changes.

6. Check if the user type has been added. Go back to Admin Privilege and User Access. Notice that a new column has been added. 

Did this answer your question?