How to Switch Roles on a Project

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

  1. Select the email address for the user who is currently listed under the incorrect role. An Edit Team Member page appears.
  2. Select the correct role from the Project Role drop-down list.
  3. Scroll down to the bottom of the Edit Team Member window and select Save.

    Note: The Project Team page appears. The team member is listed under the correct role.


Last Published Thursday, May 29, 2025