The Members tab of the Customer Facilities section displays all the users that have access to a particular Facility. When a new employee is created, the system prompts you to manage that user's access to Facilities. You may also change a user's access by editing the employee profile. You may give users access to all of a particular Customer's Facilities, or just some. For more information on access to Facilities, see the step 1 below. From the Members tab, you may view the users and send emails.

In RedTeam, access to see specific Projects is managed on the user level by adjusting a user's access to Customer Facilities. Administrators have the ability to grant or revoke, access to specific projects based on these Facilities. Adding a user to a Project Team does not ensure the user has access to see the Project.

Customer Facility:

After a Customer has been added to RedTeam, you can create distinct Facilities for each Customer. Facilities are used to distinguish departments, divisions, or project locations specified by the Customer, under which Projects are then grouped and organized. You have the ability to set specific negotiated rates with your Customer per Facility. See the example below.

Customer: Walt Disney World Co.

Facility: Disney Theme Parks

Project: Magic Kingdom Entrance Improvements

Project: Ride Fencing Repair

Facility: Disney Hotels

Project: Disney Swan and Dolphin Pool

Project: All Star Resort Room Re-Painting

Facility: Disney Restaurants

Project: Victoria & Albert's Dining Room Renovation

Project: Lighting Fixture Upgrades at Be Our Guest Restaurant

When a new Customer is created in RedTeam, a default Facility of the same name is automatically created as well. Often, the majority of projects you perform for any given Customer will be associated with the default Facility.

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Facilities are also used to manage certain users' access to specific projects. Because their ability to see a Project depends entirely on their access to the Customer Facility, you may want to create distinct Facilities in order to assign a user access to some, but not all, projects for a Customer.

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​Team Member:

Every Project in RedTeam has a Team, which is managed both manually (by users) and automatically (by RedTeam). The Team is split into groups: Service Providers (your company's employees), Customers (owner contacts), Third Parties (architects, engineers, etc.), Vendors (subcontractors and material suppliers), and Other (anyone else).

Users with the setting "Autogenerate" for their Role will be added to the Project Team automatically. If you would like certain users to be added to all new Project Teams (they can always be hidden from the Team manually later on), you can assign this setting to the user's role (search the Wiki for "autogenerate" for more info).

Being a Service Provider Team Member allows a user to be listed as the Author on Dialog documents (RFIs, letters, etc.) and Progress Reports. Being a Team Member does not control whether or not a user can see a Project. Users can be Team Members and still not be able to search for or see a Project, because the user does not have access to the Customer Facility.
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Steps:
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1. To give user access to Customer Facilities, click the Employees menu on the left

2. Use the Search or Filter option to find and click the Employee

3. Click the Manage icon

4. Select "Access to Facilities"

5. Use the checkboxes to select the Customer Facilities you would like to permit the user to access, then click Save

6. To add a user to a Project Team, click the Projects menu on the left-hand menu bar.

7. Use the Search or Filter options to find and click on the Project

8. From the Project home menu, click Team Members

9. Click the Add icon (+)

10. Select "Add Service Provider Contact"

11. Click the checkbox(es) of the user(s) you want to add to the Project Team

12. Click "Place on Team"