Cloning a User's Settings

When logged into Submittal Exchange, select a project and go to the Project Team tab.

  1. Select Add User. A new Add Team Member dialog box appears.
  2. Select the new team member's company. Select a company listed on the project, or select New Company.
  3. Enter the new team member's email address.
  4. Select Next. A new dialog box appears.
  5. Select the user to clone from the Project Team Members drop-down list.
  6. Select Clone Settings. This will copy the selected project team member's user role, log access, sections, categories, and email notifications.
  7. Verify the cloned settings are correct and edit as needed.
  8. Select Save.

    Note: Only the users you can edit are available for Clone Settings.


Last Published Thursday, May 29, 2025