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RedTeam Go - Project documents administration
RedTeam Go - Project documents administration

This article will teach you how to use and access project documents in administration.

Updated over a week ago

Administration> Default Settings> Project Documents Settings

You will note that you now have the ability to change permissions for superintendents, laborers, subcontractors, owners, architects, and engineers.

These settings will default to the same access user groups currently have, but you will be able to modify permissions.

Any changes that are made in Administration will only apply to new projects created after those changes are made.

Access to the System Folders where documents are automatically stored/signed/reviewed (Contracts, Change Orders, Billing, Purchase Orders) is only controlled by what the settings were in Administration when projects are created; this is not editable at the project level. This is to provide companies better protection over that which users can view at the project level.

Gray Checkboxes represent files that cannot be unchecked. These include things like Contracts or Change Orders for Owners and Subcontractors who must sign their documents in the Project Documents via their portal.

The Availability can only be toggled off for Custom Folders and folders that have no automated content in RedTeam Go (such as Permits, Safety Reports, Testing Reports). Turning these on and off will determine which folders show in the job-level project documents.

You now have the ability to create custom folders as well. If you choose to make a folder from here, it will be available on all new projects created going forward. These folders will not backfill to old projects. To add a folder, click on Add folder.

You will then be able to choose who has access to that new folder. Give the new folder a name and choose the permissions, then save.

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