Company Settings - Users Overview
Types of Users/Logins
| Type |
Internal Employee or Outside Project Team Member |
Description | Application Access |
| Standard User | Internal Employee | Can be only a company employee that is assigned a standard security role such Administrator, Estimator, Project Manager etc. |
Corecon Corecon Mobile CoreconLink Utilities |
| Time/Expense User (aka Field User) | Internal Employee | Can be only a company employee that is assigned a Field User security role which has special monthly pricing. |
Corecon Corecon Mobile |
| TeamLink User | Outside Project Team Member | Can be a login assigned to an outside project team member such as an architect, customer or vendor. TeamLink users are free and unlimited. | TeamLink Portal |
Important Things To Know
- Administrators can add users, modify Standard and TeamLink security roles and set passwords.
- Users are employees that have login credentials setup by the Admin.
- There are two types users: Standard and Time/Expense.
- Standard User Security Roles: Admin, Financial Admin, Estimator, Project Manager, Eng/Super or Custom.
- Time/Expense User Security Role: Field
- The Time/Expense Security Role (aka Field User) cannot be modified and has special monthly pricing. It is also applicable to individual license plans only.
- Regardless of type of login or security role, each user can change his/her password.
- TeamLink Portal Users are strictly for people outside the organization (ex. architects, customers and vendors).
- There are no restrictions on the number of TeamLink Portal Users.
Standard and Time/Expense User Login Scenarios
Example 1
# of Standard User Licenses = 3
# of Time/Expense User Licenses = 0
Total # of Employees = 10
Result: 3 out of the 10 Employees can be added to the Standard Users listing and no
Employees can be added to the Time/Expense section.
Example 2:
# of Standard User Licenses = 3
# of Time/Expense User Licenses = 4
Total # of Employees = 10
Result: 3 out of the 10 Employees can be added to the Standard Users listing and 4 of the
remaining Employees can be added to the Time/Expense section.
Internal Users
Understanding Standard Security Roles
User Properties
- User Properties
- Setting Project Access Permissions
- Setting User Permissions To Approving Time and Expenses for Employees That Are Not Directly Under Management
Adding/Removing Users
- Adding Standard User Logins Using The Initial Setup Wizard
- Adding Standard or Time/Expense User Logins In Settings
- Removing Standard or Time/Expense User Logins
See Also
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