There are two types of person profiles within the StratusVue Website Solution: Users and Contacts
Users | Contacts |
| Have Username and Password; able to login at Login Page | Do not have a Username and Password |
| Can receive Project Emails | Can ONLY receive Invitation to Bid and Bid Package Message (Contacts do not receive any other email notifications) |
| Can collaborate on any project items they have permissions to collaborate | Can ONLY collaborate on a Bid Package |
| Can access projects they are a listed project member of | Outside of Bidders, Contacts are intended to be used to capture contact information for a person ONLY |
| Are controlled by Project Member Permissions | Can be converted to a User |
| Are created when people profiles are synchronized from an integrated accounting platform. To collaborate, contacts must be converted to Users in the StratusVue Solution website | |
| Please see: Project Member Permissions |
Convert a Contact to a User
If the user is in the system as a contact, all that has to be done is:
- Populate User Login
- Password and Confirm Password
- Scroll to the bottom and press Update.
- Search for the user again and at the top of their profile will be a Permissions tab. You can assign their permissions there; You can only do this after converting their profile from contact to user
A contact profile will usually look like this:
This is where the Permissions tab is after you have updated their profile:
