Access · One trade, one folder
A trade should see its own drawings and specifications and nothing else, and its access should end when its work does. This page is the five-step task of sharing one project folder with a subcontractor in Fidrel: build the folder, choose the role, invite, check the summary and remove the access at the end.
30 days free · No long-term contract.
Giving the electrical subcontractor the same access as the project team is the quickest invitation to send. It also lets them open the estimate folder, other trades’ submissions and anything else that happens to sit in the project.
A trade finishes in spring and still has a working login in fall. Nobody removed it, because nobody owned the job of removing it.
Permissions are often set blind and checked by asking the subcontractor what they can open. By then they have already seen it.
Inviting a person to the project is the right move when the subcontractor will work in your project for months. When you only need to put a folder in front of a company outside the project, such as a bid package or an operations package, Shared packages does it from a page of its own: enter the recipients’ email addresses, choose Guest to read and download only or Reader to read and comment, and press Share package. Only a project administrator can create one, and the access is removed under Project team once the work is done.
Team & permissions
A person limited to chosen folders does not see the estimate and finances, the access settings, the activity and the trash, or the other folders in the project. The schedule, issues, messages and other parts of the project are likewise outside what a folder invitation opens. The rules are enforced in the database, not just in the menus.
Step 1
Put the drawings and specifications for the trade in one folder before inviting anyone. A child folder cannot grant broader access than its parent, so check the parent folder’s access too.
Step 2
A participant reads, downloads and uploads in the folders they are given, which suits a trade that has to return submittals. A guest only reads and downloads, which suits a reference set.
Step 3
Under Invite member, enter the email address, or several at once, pick the role and select Only chosen folders. Search for the folder and tick it. The invitation is valid for seven days and can be sent again or withdrawn.
Step 4
Before sending, the summary lists what the person sees and can do and what they do not see, such as the estimate and finances and other folders in the project. If a folder is locked to chosen people, add the person to it after they accept.
Step 5
Use Remove from project. The person’s access ends immediately, and the files and history stay in the project. Someone they invited loses access when they do, because that access depended on theirs.
A participant can be given the right to invite others within their own access. Anyone they invite gets access that depends on theirs, and it ends if the right is withdrawn or the person is removed. Fidrel lists how many people lose access with them before you confirm a removal.
Revoking access later cannot recall copies that were already downloaded. A participant cannot delete or move content. Fidrel does not read a subcontractor’s company directory: every person is invited by email address, one by one or several at a time.
Your trial applies to your first own project and starts when that project is created. No card required. Afterwards, choose card or invoice to continue.
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Read moreAccess · One trade, one folder
Anything else on your mind? We are happy to help.
Talk to usYes. Invite them with Only chosen folders and select the folder. They see that folder and everything in it, and not the estimate, the finances or the other folders.
If invited as a participant, yes: a participant reads, downloads and uploads in permitted folders. A guest only reads and downloads. Neither can delete or move content.
Seven days. It can be sent again or withdrawn before it is accepted, and withdrawing makes the link in the email stop working.
Remove the person from the project. Their access ends immediately, and files and history stay in the project.
Before the invitation goes out, a summary shows what the person will be able to see and do, and what they will not see.
