Editing Team Members

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

  1. Select a team member.
  2. Select Gear > Edit. The Edit Team Members page appears.
  3. From the Member Access Settings section, you can add or delete logs, sections, categories, and phases.
    1. Choose Select from list, and select logs, sections, categories, and phases.
    2. Select Done when the edits for each have been completed.
  4. From the Member Email Settings section, select the following:
    1. From the Frequency of Email Notifications drop-down menu, select how frequently you want the user to receive email notifications. The default option is User Default.
    2. Select the Email Notifications you want the user to receive.
  5. Select Save.

See Also

Preferences/Settings

Navigating Submittal Exchange Menus and Tabs

Navigating Submittal Exchange Project Logs

Adding a Category or Section to a User's Account

Changing an Office Location or Address

Changing/Editing Office Addresses in Submittal Exchange

Controlling Email Notifications

Deleting and Renaming Files in My Library

Editing Multiple Team Members

Adding a Team Member to Multiple Projects

How to Adjust the Frequency of Email Notifications

How to Create a Public Plan Room on a Design Project

How to Set Submittal Turn-Around Time on a Project

How to Update the Displayed Project Number to Your Internal Project Number

Log Display Speed

Uploading Project Specification Manual



Last Published Thursday, May 29, 2025