From the Global Dashboard at the top right corner click your Account Name > Company Settings
Change Company Name and or Address
Click on the company name, edit desired fields > Done
Change Company Phone, Fax, or Website
Click Office Phone, Office Fax, or Company Website edit desired fields > Done
Change Company Logo
Click the logo, browse your hard drive for the desired file, select, Open, and crop as desired > Finalize Logo
If you have multiple entities, you can edit the above information for each one on this screen. Contact us if you have multiple entities and they are not showing on this screen.
Add a New Employee
Click the plus sign on the far right of the table header. Make sure to add at least the first and last name and an email address.
Edit an Existing Employee
Click the employee row.
Enter required information – first name, last name, and email address and/or fax number. Each employee’s email address will be their username. If you choose not to enter an email address, they will not receive email correspondence and they will not be able to log in.
Select the appropriate employee type(s).
Superintendent
Can view all documents including contracts
Initiate or respond to RFIs
Are available for time cards
Create Daily Logs and Time Cards
View Punchlist and close punch list items
Access, edit, and add contacts
Receive and send emails
Project Manager
Full access to all estimating and project management modules
Accounting functions
Approve subcontractor schedule of values and invoices
Approve timecards
Accountant
Full access to all modules
Can unlock subcontracts for editing
Accounting functions
Viewing and printing sub billing, time cards, and mileage logs
Receive Job Set up reports, Accounting budget reports, all signed subcontracts, and change orders
Can create or edit owner bills created by project managers
Estimator
Full access to all estimating and project management modules
Will receive bid related e-mails
Accounting functions
Approve subcontractor schedule of values and invoices
Approve time cards
Executive
Full access to all project management modules
Access to executive reports
Administrator
Adds the functionality of making global changes to your construction management software such as cost codes, estimate templates, company defaults, etc.
Hourly Employee
Can view drawings, specs, and any RFI’s or other correspondence that they have been invited to participate in
Are available for time cards
Cannot create time cards
Can receive emails
Limited View
Can only access projects they are a member of
Insurance Receiver
Will receive insurance expiration notices when project managers lock subcontracts
Will receive a monthly report listing all expiring insurance for active subcontractors
Notary
Digitally notarizes sub lien releases and owner billing
If you entered an email address you will be prompted to send the new employee their username and password.
Select the Contacts Manager
Do this from the main company screen. This person will be notified if any company employee tries to send an email or fax to a bad address/number so that they can correct the information in your RedTeam Go database. There can only be one of these in your company.
Select the Champion
This person is the one you consider to be knowledgeable in using RedTeam Go.
