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Sage Construction Management Ideas Portal
Status Already exists
Created by Guest
Created on Jun 23, 2025

Internal Access to Specific Projects

Clients want to be able for their internal team to be able to view specific projects and not have access to viewing all projects by having the feature access. Needs to be more limitations to the internal view.

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    David Holler
    Aug 5, 2025

    This is already a feature that SCM offers. In Settings > Company Settings > Users > Select a user and then uncheck the option "Access All Projects/Leads". A list will pop up and you can specify only the Projects that user can see. See the attached PDF.