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配置高级设置:传输记录

目标

为项目的传输记录工具配置高级设置。

背景

传输记录工具可让你的项目团队保留任何通信的书面记录。

需要考虑的事项

  • 所需用户权限:
    • 项目传输记录工具的“管理员”级别权限。

先决条件

步骤

配置传输记录设置

  1. 导航到项目的传输记录工具。
  2. 点击配置设置icons-settings-gear.png图标。
  3. 在"传输记录设置"下,执行以下操作:

    transmittal settings 1.png
    • Transmittals Private by Default: Mark this checkbox to set all new transmittals to 'Private' by default. A 'Private' transmittal is visible only to users with 'Admin' level permission to the Transmittals tool, the creator of the transmittal, the recipients in the 'To' and 'Cc' fields, and members of the 'Default Distribution' list. 

    • Default Distribution: Add one (1) or more people to the default distribution group. To appear in this list, a person must be added to the Project Directory (see Add a User Account to the Project Directory).  The system will automatically add these group members to new transmittals. 

  4. 点击更新
    会显示一个横幅以确认已保存更改。

设置用户权限

  1. 导航到项目的传输记录工具。
  2. 点击配置设置icons-settings-gear.png图标。
  3. 在右侧窗格中,点击权限表
  4. 点击权限列中的图标,直到出现绿色对勾,来设置用户对工具的访问权限级别:

    user-permissions-for-transmittals.png

    The color-coded icons in the user permissions area denotes the user's access permission level to the tool. To learn more, see What are the default permission levels in Procore?

    Icon Color Definition
    green-check.png GREEN The user has been granted this access permission level to the tool.
    red-x.png RED The user has NOT been granted this access permission to the tool.
    grey-x.png GREY The user is either a Procore Administrator or has been granted permissions to the Procore tools on this project using a permissions template (see What is a permissions template?). To change the user's permission level to this tool, see Manage Project Permissions Templates.

另请参阅

 

If you would like to learn more about Procore's transmittals management software and how it can help your business, please visit our construction transmittal software product page icon-external-link.png.