Before setting up your users in ProjectTeam.com, it's important to decide who from your company will be given administrative access.
An administrator in ProjectTeam.com has additional rights to perform administrative tasks compared to standard users. There are two types of Administrators within ProjectTeam.com:
You can review the differences between the two types of administrators here:
Users from your company can be both a Company Administrator and a Project Administrator. There is no limit to the number of administrators your company can have.
Company Administrator
A Company Administrator has complete oversight and control of your company and your projects. Company administrators are the highest level administrator in ProjectTeam.com and can perform tasks such as setting up company standards, adding new users, deactivating users, and more.
Project Administrator
A Project Administrator can configure administrative tasks within a specific project but can not mess with anything set up at the company level by a Company Administrator. For example, a Project Administrator can configure basic project information, add custom fields to project-level forms, and add users to share groups within the project but cannot change a company standard report.
Company vs. Project Administrator table
The following information identifies the high-level functionality between the administrator types. A list of company and project administrative tasks is listed in the matrix.
Note: A Company Administrator identifies which users are Company Administrators and which users are Project Administrators.
ProjectTeam Administrator Functions |
Company Admin |
Project Admin |
Major Functions |
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Manage company details (name, business type, etc.) |
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Create new users for your company |
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Activate and deactivate users from your company |
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Manage your company Business Directory |
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View a complete list of projects |
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Send invitations to connect with other companies |
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Log in as any user from your company | ||
Company Forms and Project Templates |
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Manage company forms |
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Manage company fields |
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Manage company reports |
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Manage company merge templates |
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Creating project templates |
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General Project Setup |
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Create a new project |
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Edit general details of a project |
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Manage users from your company on a project |
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Manage project merge templates | ||
Set up account codes on a project |
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Set up cost periods on a project |
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Manage distribution lists on a project |
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Manage share groups on a project |
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Manage picklist option sets on a project |
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Manage currency options on a project |
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View the Project Directory (a subset of your Business Directory) |
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Manage the project calendar |
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Create, edit, and run reports and dashboards on a project |
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Manage workflows on a project |
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Customizing Forms and Fields |
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Add custom fields to existing forms on a project |
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Create a new custom form on a project |
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Using Forms |
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Configure specification divisions on a project |
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Configure submittal reviewer actions on a project |