Update Permissions for Building Contacts

When Organisation Admins create new Work Requests, they can select which Building Contacts will review Quotes and Variances and list them as the default contact for the Job or an emergency contact for the Building.

View and update permissions for these contacts on the Building Settings page.

Contents

• View Building Contacts
• Update Permissions for Building Contacts

View Building Contacts

1. Go to the Buildings page (Buildings Icon )

2. Search for the Building by entering the Plan Number, Address or Strata Manager
    in the Search Bar

3. Click the Plan Number to go to the Building Settings page

4. Or, go to the Jobs page (Wrench Icon )

5. Select the Job and click the three dots on the right of the row

6. Select 'View building page' from the drop-down menu

7. Select the 'Contacts' tab on the Building Settings page

Update Permissions for Building Contacts

Under the 'Contacts' tab, Organisation Admins can update permissions for all Building Contacts. Permissions settings apply to all Jobs for a Building and can easily be changed.

If there are many contacts listed, enter a contact's name in the Search Bar to quickly find them.

Or, select the number of lots from the 'Lot Number' drop-down. 

Note: The number of lots listed on the menu will be specific to the Building.

Organisation Admins may also filter the contact list by Role.

Certain information will be shown for each contact like Name, Lot Number, Unit Number, Contact Details, Role, Position, permissions settings and Status.

Permissions settings include whether the contact should receive Quotes for review in-app or by post, receive Variances for review, be a designated emergency contact and receive notifications for Jobs in the Buildings.

Read on to learn more about each option.


 

Receive Quotes

If this check box is selected, the Building Contact will be a default voter for Quotes that are submitted for review.


Quotes by Post

If this check box is selected, the Building Contact will receive all Quotes sent for review by post to the address on their Profile.


Receive Variances

If this check box is selected, the Building Contact will be a default voter for Variances that are submitted for review.


Emergency Contact

If this check box is selected, the Building Contact will be an emergency contact for the Building.


Job Notice

If this check box is selected, the Building Contact will receive notifications for Jobs in the Building.

When changes have been made, click 'Save Settings'. Permissions will be updated. 

For more information, please see Add a New Building Contact, Add Notes to the Building Settings Page and Add Building Rules on the Building Settings Page.

Organisation Admins should contact us with any further questions regarding this process.