Administration

People

Invite people, choose internal or external access, and set their standing on each project.

Access in Constecca has two levels. The account says who the person is to your workspace. Their standing on each project says what they can do there.

Account types

Standard
internal
Someone from your own organization. They can hold any standing on a project.
Guest
external
Someone from an outside company, such as a supplier or consultant. A guest is always a viewer and follower. See Guests.
Admin
internal
Manages the workspace. Only a super-admin can grant it.

Standing on a project

StandingCan
OwnerRun the project, including setup.
ManagerManage people, companies, options and workflows.
ContributorCreate and edit documents.
ViewerRead only.

Each person is also a participant or a follower. A follower stays informed but never gets tasks.

Add a person

Enter the account

Go to Settings › Workspace › Users and click Add user. Enter their first name, last name and email, and choose Standard or Guest under Account.

A Standard user needs a Temporary password of at least 8 characters. A guest has no password: they sign in with an emailed link instead.

Pick projects

On the Projects step, pick each project and the person's standing on it.

Save

Click Add user (or Add without projects). Constecca does not email the person. Tell a Standard user their temporary password; they can change it after signing in. Tell a guest to go to the guest sign-in page and request a link with the email address you entered. See Sign in as a guest.

To change someone's standing later, click the Projects cell on their row.

Import many people

On Settings › People, admins can click Import people. Upload two sheets, one for accounts and one for project access. Then Verify shows what will change, and Create adds it. The import only adds people. It never changes an existing account.

Workspace roles

Workspace roles, such as cost controller, are set up on Settings › Workspace › Roles. You can give someone a role on every project or on one project only. Use the People tab in Project Setup to do this per project.