Manage user access to specific projects

  1. Log in to Sage Construction Management as an Admin.
  2. Go to Settings () > Company Settings > Users.

    Employees with either a Standard or Time/Expense user role will appear in the relevant section.

  3. Select the appropriate user.
  4. In the User Details page, go to the User Information section, clear the Access All Projects / Leads checkbox, and select the applicable projects or leads in the dialog.

    You cannot modify this option for administrators.

  5. Select Save in the dialog.
  6. Select Save on the Project Details page.