SiteMax Systems

Configuring your Change Orders to suit your needs

Change Order Settings

Creating new Chang Orders, understanding Cost Breakdowns, setting up your CO recipients, and responding. Everything you need to know about

Creating Change Orders

Potential Change Orders

Exporting Change Orders

Kelly Shee

Josan Garcia

Managing and adding CO, PCOs, and recipients

Change Orders 

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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