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Submittal Module, Project Specifications, and Divisions Permissions
Submittal Module, Project Specifications, and Divisions Permissions

Permissions setting to access the submittals module, project spec books, and divisions, submittals on mobile, View, Edit and Manage.

Julien Lavy avatar
Written by Julien Lavy
Updated over a week ago

Dashboard > Teams > Permissions tab


To ensure effective control and access management within the Submittal Module, Project Specifications, and Divisions in SiteMax, admin role permissions are required. This guide will walk you through the process of editing permissions for your team members regarding these modules.

Note: Currently, submittals are view-only on mobile, regardless of what permissions you have.

Submittals Permissions Settings

To access Submittals permissions:

  1. Go to "Teams" from the Company Dashboard

  2. Find the user you wish to view or edit permissions

  3. Click on their name

  4. Click on the "Permissions" tab

  5. View "Submittals" permissions in the list

💡What do these permissions allow you to access?

If you have view permission:

  • Allows you to view submittals

If you have view and create permission:

  • Allows you to view submittals

  • Allows you to add a new submittal and workflow

If you have view, create, and edit permission:

  • Allows you to view submittals

  • Allows you to add a new submittal and workflow

  • Allows you to create sections, packages and locations

If you have view, create, edit, and manage permission:

  • Allows you to view submittals

  • Allows you to add a new submittal and workflow

  • Allows you to create sections, packages and locations

  • Allows you to close and revise a submittal


Project Specifications & Divisions Permissions Settings

To access Project Specifications & Divisions permissions:

  1. Go to "Teams" from the Company Dashboard

  2. Find the user you wish to view or edit permissions

  3. Click on their name

  4. Click on the "Permissions" tab

  5. View "Project Settings" permissions in the list

Note: The "Projects (assigned)" permission grants access to projects that are specifically assigned to a user. If you want to provide a user with access to all company projects, regardless of their assignment status, you can also select any permissions available under "Projects".

💡 What do these permissions allow you to access?

If you have view permission:

  • Allows you to view existing specifications & divisions only

If you have view and create permission:

  • Allows you to view existing specifications & divisions

  • Create divisions, upload new specs & add sections in specifications

If you have view and edit permission:

  • Allows you to view existing specifications & divisions

  • Create divisions, upload new specs & add sections in specifications

  • Edit existing divisions & specifications

If you have view, create, edit, and manage permission:

  • Allows you to view existing specifications & divisions

  • Create divisions, upload new specs & add sections in specifications

  • Edit existing divisions & specifications

  • Manage divisions & specifications

Note: The submittals module is available for SiteMax's power instances. If you are interested in using the module, please contact your CSM or chat with us!

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