User Administration

First, select User Administration. This screen allows for you to edit, delete, or set up users for the website with varying levels of access:

  • PTE Admins have full access to the web portal, so they can add users to the portal and add project managers to jobs.

  • Company Admins have access to data, jobs, and project managers within one assigned company.

  • Department Managers have access to data, jobs, and project managers within one assigned division or cost center.

  • Project Managers can only view or edit assigned jobs. If you select this Role, you can give a mobile user access to the web portal, and another drop-down menu will give you a list of all Project Managers assigned in the Project Managers tab. You will have to set up mobile users in the Project Managers tab before you can add them as web portal users.

When you use the Role drop-down menu to select a level of access, fields to specify a company and/or division will appear as relevant, and you can save your entry with the green "Save" button at the bottom of the page. Once you have set up users, they will appear in a list with their emails, names, roles, and the last time each of them logged into the web portal.

Clicking on one of these entries will bring up their information in the field below where you can edit names, passwords, and roles and Save at the bottom of the page. You cannot edit email addresses, so if one has changed or you need to remove a user, you can delete the whole entry to the right of the Save icon and add entries with the New.

Users can logout or change their password by clicking on their user name in the upper right hand corner.