All About Access: Granting and Removing Access in Propared

Updated 1 week ago by Melissa Johnston

All About Access in Propared

Only people that need to edit information in Propared, generate reports, send out schedules, etc. will need access.  

You can grant two types of access:

Administrator (Admin)

An Administrator can see and edit all Projects, create new Projects and assign Project Managers access. They cannot make other users Administrators or access the Subscription/Billings Screen.

Project Manager (PM)

A Project Manager can only see or edit Projects to which they’ve been assigned. PMs can view the entire Contacts list in the Portfolio to which the Project belongs. They can see and edit all existing entries in the Contacts list, but they cannot see the notes fields for Contacts, nor can they delete any Contacts (including ones they’ve added).

Inventory Manager

An Inventory Manager can edit and view Inventory within the Propared desktop application. They can create and manage the tags for Inventory. They do not have access to Projects or the Timeline.

Field User

A Field User can only access the Propared Mobile experience for managing inventory. This is ideal for individuals working in the warehouse cataloging items owned.

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Granting Access to an Administrator

1. Click on the Settings Screen in the main left Navigation Bar
2. Go to the Access Tab
3. Select 'New User'
4. Type in the name of the person from your Contacts you wish to give access to.
5. If the User you select does not have a valid email address in the Contacts, you will be prompted to enter one.*
6. If the User you want is not in the Contacts, you can also add a new person.
7. Select 'Administrator'
8. Click 'Save'

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Granting Access to a Project Manager

1. Click on the Settings Screen in the main left Navigation Bar
2. Go to the Access Tab
3. Select 'New User'
4. Type in the name of the person from your Contacts you wish to give access to.
5. If the User you select does not have a valid email address in the Contacts, you will be prompted to enter one.*
6. If the User you want is not in the Contacts, you can also add a new person.
7. Select 'Project Manager' Access type
8. Select the project or projects to provide access to.
9. Click 'Save'

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Granting Access to Inventory and Field Users

1. Click on the Settings Screen in the main left Navigation Bar
2. Go to the Access Tab
3. Select 'New User'
4. Type in the name of the person from your Contacts you wish to give access to.
5. If the User you select does not have a valid email address in the Contacts, you will be prompted to enter one.*
6. If the User you want is not in the Contacts, you can also add a new person.
7. Select 'Inventory Manager' or 'Field User' Access type
8. Click 'Save'

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Removing Access

1. Click on the Settings Screen in the main left Navigation Bar
2. Select 'Access'
3. Select the checkbox next to the Admin or PM you wish to remove.
4. Select the Remove User button in the action menu
5. Click the 'Yes, remove access' button

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How a Newly Added User Can Accept Access

1. Check you email (Make sure to check your spam or junk folders!)
2. Click on the link
3. Enter in credentials, making sure to use the same Email Address used to send the link.
4. Log in!

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• Part 13: Settings, Preferences and Access Training Video (4:30)
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