Adding a Category or Section to a User's Account

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

Note: If a user cannot upload to a particular category or section, the user's settings may not include it.

  1. Select the team member: choose the user's name or email address. The Edit Team Member page appears.
  2. To edit sections:
    • Choose Select from list and select sections.
    • Select Done.
  3. To edit categories:
    • Choose Select from list and select sections.
    • Select Done.
  4. Select Save once the necessary sections or categories have been added.

    Notes:

    • Multiple team members can be edited at once.
    • A Project Leader can make adjustments to all team members.
    • Architects can make adjustments to users at their company as well as their Consultants.
    • General Contractors or Construction Managers can make adjustments to users at their company as well as their Subcontractors.
    • All other parties should reach out to their main point of contact on the project.

Last Published Thursday, May 29, 2025