Reference
Look up permissions and account configuration.
By Ben1 author4 articles
- How to reuse a shared mailbox login after someone leavesFree a shared mailbox login before inviting a new person: change the departing user’s email, revoke their access, then invite. Revoking access alone does not free the address.
- Who can create and edit project variationsBudget permissions for variations, variation rows, project phases and budget deliverables, including approval and opportunity-linked create.
- How to revoke or restore a member's accessRevoke a leaver's access from their last working day, restore it when they return, and fix employment dates in the Employment section of the member page.
- Drum PermissionsAccount-role and project-role permissions including Super Finance, budgets and variations, phases, budget deliverables, write-offs, invoices and progress claims (with budget access for their time and costs), resourcing, and Emails.