Project & Building Details
To set up the details for your project and its associated buildings, follow these steps:
Step 1: Accessing Project Settings
From the Organization Home Page, click the settings gear icon on the project card you wish to set up. This will redirect you to the project-specific settings page. Here, you can input the Project Info on the left side and upload a project image for personalization. We recommend listing the Site Superintendent's information as the Main Contact, as they oversee the project.
Once you've entered the necessary details, click Save Changes.
Step 2: Viewing and Managing Buildings and Admins
In the project-specific settings page, you’ll see:
- Middle column: Displays all associated buildings for the project.
- Right column: Lists all Project Admins.
Adding Project Admins
Project Admins have access only to this project and its associated buildings. This is ideal for adding site team members who need project-level access. To create a Project Admin account, follow the same process as creating Organization Admins. Fill in the details, set an initial password, and instruct the user to change their password once they log in. Remember, Project Admins do not have access to billing and cannot make changes to the organization as a whole.
Step 3: Setting Building Details
To input building-specific information:
- Click Project Overview in the top left sidebar. This will display all buildings associated with the project.
- On each Building Card, click the settings icon.
- Enter the building details and upload an associated image.
- Click Save for each building once the details are complete.
Repeat this process for all associated buildings. Once you've saved the information for each building, your project and building details setup is complete!
Congratulations! You are now ready to access the Project Dashboard and use all of Deficiency Detect's tools and features.