Use this area to create, edit or remove user accounts in JobView 360. This area of JobView 360 is only accessible by the Builder's JobView 360 Administrator.
To access the Manage Users area, click Manage Users under the Administration menu. Existing users are displayed. To search for a specific user or role, use the filters and click Search Now.
To add a user, click New User. The Edit User form opens to enter a new user's information.
User ID - Enter the user's email address, required for all user IDs.
Warning! The User ID cannot be modified after being created, so be careful when entering a user's email address.
First Name - Enter the first name. This will be displayed as part of the Welcome home page header and can be modified later.
Last Name - Enter the last name. This will be displayed as part of the Welcome home page header and can be modified later.
Roles - Select Vendor, Superintendent, Administrator or Everyone.
Vendor - user has access to Projects/Jobs, Purchase Orders, Schedules and Documents. Requires at least one vendor name to be assigned in JobView 360 user profile. For more information on accessible documents for a vendor, reference Vendor documents.
Superintendent - access to Projects/Jobs, Purchase Orders, Schedules and Documents. Requires at least one vendor name to be assigned in JobView 360 user profile. For more information on accessible documents for a superintendent, reference Superintendent documents.
Administrator - access to all areas of JobView 360. Requires at least one vendor name to be assigned in JobView 360 user profile.
Everyone - access to Documents only. Requires at least one vendor name to be assigned in JobView 360 user profile.
Show/Hide Cost Information - the box will default to checked (ShowCost) for all new users which will print all cost information related to a purchase order and payment information. If you do not want the user to view cost information, uncheck (HideCost) the box. Purchase Orders can be viewed or printed, but will not show pricing information.
Password - Enter a default password for this user. If a global default password has been defined for new users, the checkbox will default to checked for the Reset Password To Default On Save and the default password will automatically be entered for the new user. If the default password should be changed for a specific user, uncheck the box and manually enter a new password.
Passwords are case sensitive.
Users can modify their password after logging in for the first time by clicking the Change My Password link on the JobView 360 Home Page.
Confirm Password - Reenter the default password for this user. If a global default password has been defined for the user, it will be automatically entered.
Force Password Reset on Next Login - the box defaults to checked for all users which prompts users to change the password when logged in for the first time. Uncheck the box if users are not required to change their passwords.
When finished, press Save.
NOTE: Vendors and subcontractors will only be able to log in to JobView 360 if they are an active vendor in Builder 360.
Once a new user has been created with the Vendor role, a vendor name must be assigned to the user's profile.
From the Existing User list, select the new user and click Add Vendors to open the Assign Vendors form.
To add a vendor, highlight the vendor name(s) at the left and click Add Vendors. This moves the vendor names from 'Available Vendors' at the left to 'Selected Vendors' at the right.
To remove a vendor, highlight the vendor name(s) under 'Selected Vendors' and click Remove Vendors. This moves the vendor names back to the 'Available Vendors' list on the left.
Multiple vendors may be assigned to one user's profile. To add or remove multiple vendor names at one time, use the Shift or Ctrl key to highlight the names and click Add Vendors or Remove Vendors.
NOTE: Vendors must be set up in Builder 360 before they can be set up in JobView 360. Both inactive vendors and active vendors can be associated with a user ID, but only the user ID associated with an active vendor can log into JobView 360.
When finished, press Save Changes.
Once a new user has been created the Administrator or Superintendent role, the vendor's name must be assigned to the user's profile for the user to view purchase orders or schedules associated with a vendor.
From the Existing User list, select the new user and click Add Vendors to open the Assign Vendors form.
To add a group of vendors, highlight the vendor names at the left using the Ctrl or Shift key and click Add Vendors. This moves all the vendor names from 'Available Vendors' at the left to 'Selected Vendors' at the right.
To remove vendors, highlight a vendor name under 'Selected Vendors' and click Remove Vendors. This moves the vendor name back to the 'Available Vendors' list on the left.
Once a new user has been created with the Superintendent role, a superintendent's name must be assigned to the user's profile.
From the Existing User list, select the new user and click Add Superintendent to open the Assign Superintendent form.
To add a superintendent, highlight the name at the left and click Add Superintendent. This moves the name from 'Available Superintendents' at the left to 'Selected Superintendents' at the right.
To remove a superintendent, highlight the name under 'Selected Superintendents' and click Remove Superintendent. This moves the name back to the 'Available Superintendents' list on the left.
Multiple superintendents may be assigned to one user's profile. To add or remove multiple names at one time, use your Shift or Ctrl key to highlight the names and click Add Superintendent or Remove Superintendent button.
NOTE: Superintendents must be entered in Builder 360 and assigned as a superintendent for a project or a job before they can be setup in JobView 360.
When finished, press Save Changes.
To delete one or more JobView 360 users, check the box under Selected and press Delete Selected Users. A prompt will appear confirming the deletion of the user(s). Press OK to delete from JobView 360.
NOTE: When a vendor or superintendent is deleted in JobView 360, the information does not get deleted from Builder 360.