Project Directory (Project Roles & Permissions)

Assign project roles such as Project Manager, Superintendent, and Subcontractor. Use the permissions table to control what each user can access and perform within the project.

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Company-Level Documents

Configure global document settings that apply across all projects. Manage folder structure and permissions for company-wide files.

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Project-Level Documents

Set up document settings specific to a single project. Control access and organize files that are unique to that job.

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Tasks Settings

Configure how tasks operate within a project:

• Set tasks to private by default
• Define default due dates
• Add distribution lists for notifications
• Configure email notifications
• Create and assign teams

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