In this article for the Site Report Project Package, you will learn how to assemble your Project Team and the respective roles each team member has in the Site Report Project package.
Create your Site Report Project and click on the Site Report Project to access the Project Team tab.
There are four main roles in the Site Report Project Team.
Site Reporters: Can create and edit site reports.
Owners: The owner is responsible for paying the contractor. The owner can approve or disapprove any changes as well as make comments on any form in the project.
Contractors: Any contractors working on the project.
Distribution - Users in this role can read and add comments and are usually part of your distribution list for the site reports. They are considered as stakeholders.
On the Project Team page and respective user card click Add to add a contact to the position.
Several options to a contact are provided.
Either select a contact from this list and click the Save button to add the contact to the role, or
Click Add Contact link to add a new contact details if they are not a contact in RForm yet, or
Also if the contact is not in your list, click the Send Invitation Email link to send a user via email an invitation to join the project team and enter their information on their own.
Adjusting User Settings
For each Site Project User you can edit their respective settings for what they can view or not view.
After a contact has been added to a Site Project Role, click on the User Settings link.
Select which forms you want to limit the user from viewing or accessing then click the Save button.
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