Access Controls
Member types, page and proposal access, expiring guest access, and the audit trail.
3 min read
Account Owners
Controlling Access
- Member type - owner, internal member or temporary user decides what someone can reach in the account.
- Page access - choose which pages each member or guest can open.
- Proposal teams - add people to a proposal with view-only or view-and-edit access.
- Expiring access - temporary access ends after a set number of days or on a date.
Audit Trails
Access to each proposal is logged with the person, the time, their IP address and browser, including temporary collaborators. Every action in a proposal appears on its Activity timeline. Privileged administrative actions are recorded to an audit log that cannot be edited after the fact.
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