TECH TIP

DECEMBER 2013

CONTRACT MANAGEMENT

PROJECT ACCESS BY COMPANY

DOWNLOAD THE PDF HERE

 

Access Restricted by “Company” in CM12

Project Views may be restricted beyond the Access Templates and User Profile.   In Contract Management, there is an additional setting in the “Project Access” command that lets you restrict document access to JUST documents “From” or “To” your company.  This hides documents from a user that are not “To” or “From” that company.

Benefits:

  • Multiple contractors can all log in to the same project, but only see their documents (with some exceptions.)

Limitations:

  • Not all modules use this feature.
  • This is a setting performed for EACH Project, EACH User, so setting this where there are many projects will be time-consuming. This setting is NOT available in the Contract Management Administration Access Templates/User settings.

CM12 Help:  Access by Company

Click Select to open the Select Company dialog box to choose a company to restrict that company’s contacts’ access only to documents that contain the contact in the To or From Contact fields, and to Submittals in which the contact is listed as the BIC or the Received, Sent, Returned, or Forwarded reviewer.

Note:

Access by company (also known as contact-level security) is not enforced for the following modules:

  • Companies
  • Cost Worksheets
  • Drawings and drawing sets
  • Meeting minutes
  • Notepads
  • Procurement

For example, contact-level security is not enforced in Procurement. If you don’t want users to see Procurement documents, switch off their access rights in the Procurement module as explained in the “Module” section earlier in this help topic to prevent them from seeing that information.

View with “by Company” access limits

View with no “by Company” limits

Process to setup:

Go to “Project Access”

Edit the particular user and at the bottom of the dialog, there is “Access by Company”—click select to pick the company.

Comments are closed