Change a Contact's Permissions for a Project

Once you have invited a contact to use Viewpoint Team™ to collaborate on a project, you can change their access level to the project if needed by going to Projects > Contacts > Change Collaboration Type.

You can change a contact's permissions for a project whether or not they have accepted their invitation to Viewpoint Team™ yet. The new permissions are effective immediately.
  1. From the home page, under Projects, select the name of the project you want to open.
    Alternatively, go to the main menu in the upper left-hand corner, select Projects, and then select the name of the project you want to open.
    The Dashboard for the project appears.
  2. Click the Contacts tab.
  3. In the row for the contact you want to edit, click and select Change Collaboration Type.
    The Change Collaboration window appears.
  4. In the Project Role field, select the type of access the contact should have to Viewpoint Team™.
    Note: See Project Roles for details.
  5. Click Save Changes.