Once you’ve set up your project in Matrak, and have invited users to your project network, you’ll next want manage their project access.
By carefully managing project access, you can ensure that only authorized users have access to specific projects and information. This helps maintain the security and integrity of your construction material tracking software, and ensures that your project data is only accessed by those who need it.
That’s where Project Access comes in handy.
In this article we'll cover:
Tip: You can use the above links to 'jump' to areas of the article you might specifically be looking to learn about. We've added a 'Back to navigation' link at each section header to quickly come back to this navigation menu.
So whats project access?
Project access is a user's access to projects in Matrak — whether that's a team member within your organisation, or external companies.
Matrak's project access feature allows project managers to grant or restrict access to users on specific projects, as well as to specific data within those projects. This way, managers can ensure that each user has access only to the information and features that are relevant to their role, while also maintaining strict control over the data.
Note: This feature is only available for users with Admin access only.
The access options are below:
Admin - can change access levels for others in the company and can download reports
Edit - can edit materials and update materials on a project
View - can only see the project with no ability to make changes
No Access - are not able to access the project
To manage internal colleague's project access:
“My Company” tab on the left side menu
Click the “User Management” tab at the top of the screen.
Find the correct employee and select 'Edit project access'
From pop-up card, you can assign the correct project access by selecting the correct user access for each specific project
Select the 'Update permission' button to confirm and enable the selected user's access to each of your projects
By following these steps, you can update the project access of your internal colleague's user access in your Matrak project network.
To manage users from an external company's project access:
To update user access for external users in your construction tech material tracking app, follow these steps:
Navigate to the 'Project settings' page from the left-hand sidebar of your app.
Click the “User Management” tab located at the top of the page.
Look for the user whose access you want to update and select them.
Choose the appropriate project access level you want to assign to the user from the available options.
After selecting the access level, a pop-up card will appear, asking you to confirm the updated user access permission. Click 'Yes' to confirm the updated access.
By following these steps, you can update the user access of individuals from external companies in your Matrak project network.