Only Users with 'Company Administration' access will see this Icon.
On this page you can set up the following:
- Company info
- Company Logo - which will be inserted into PDF reports
- Add New Users
- Update existing User access
Add New Users
- Select +Add in the Users section.
- Enter the Full Name and Email Address (Title and Phone Number* are optional but still a good idea.)
- Select the permission level for the new user: None, Read-Only, Full, Admin.
- Select Submit. Phoenix Connect will automatically email the new user to request they set their password.
*Note: A telephone number is required for some ESF Submissions.
Licences & Permissions
click here for links to help videos on: Permissions
Each Application has their own set of Permissions
None - User will not see the Application Icons on the Home page
Read-Only - User can open the Application but cannot change any data. They can run Reports
Full - User can Edit all data in the Application and can run Reports. They do not have access to the Configuration Menu. (Settings, Master List, Data Entry Tools)
Full - FSP/Site Plan Config - with this box checked, an extra Menu item will be available to access FSP setup and master comments.
Admin - User has access to all Menus and pages in the Application, including the Configuration Menu.
Group Access - Openings (Phoenix) Application Only. Please refer to the following help article: A5: How to manage or limit which openings a user can see?