How to manage the rights of each user on Finalcad Classic Manager

After the new user has been created, there are a number of settings to configure:

• The user’s group. This defines the user’s rights within your project.
• Adding the user to the automatic email distribution list.
• Granting the ability to edit the Issues library.
• The user’s admin status.
• The company the user belongs to.

Let’s take a look at how to set up this data.

1. Select “Edit” to modify the profile of the user. On the user screen, there are multiple options:
2. Click here to delete the user. Deleting a user does not delete his Finalcad account.
3. Assign the user to another group. Only one group is allowed.
4. Add or remove the user to or from the report distribution list.
5. Allow the user to edit the company library (add a trade or an issue template from a mobile device). This matches the option of creating new issue templates within the app
   • By default, any user in a group who can “create” also has this right.
   • Sometimes, in order to manage the issue template library of a project with a large number of users, it’s recommended to disallow editing for the majority of users with the exception of a few who will become responsible for the Issues library template.
   • Lastly, it’s not necessary to confirm changes, as they take effect immediately.
6. Give a user administrative rights to edit data in the project throughout the platform.
7. Select the company the user belongs to. When creating a site summary report in Finalcad, the collaborators who are present need to be linked to the company. It is now possible to do this operation in FC Manager.

Note:  If someone needs only to receive reports, you can select “Yes” in the “Email & Report” section, and “None” under “Group”.

These articles will help you become a FC　Classic　Manager expert:

• Best practices: Six key tips to optimize your Trades library
• Managing the phases of my construction site
• How to add users to my project
• How to manage the rights of each user on Finalcad Classic Manager
• How to manage user groups on Finalcad Classic Manager
• How to customize your user account on Finalcad Classic Manager
• FAQ Finalcad Classic Manager
• Restricting read access by phase
• Restricting read access by company
• Restricting read access by group
• Creating a project on the platform
• Configuring your project
• Creating the Issues library
• Importing or exporting the Issues library