Frequently Asked Questions

There are a few things that organizations can do, to help ensure their data is protected and maintain the highest levels of security. Learn more

See Add or edit mail types for your project

You can switch the organization to Archive Access.

You can unlock or enable a user account by going to Setup/My Organization/User Account Lists, then search for the appropriate user account.

On the General tab find Account Security, then de-select both the Account locked/disabled checkboxes.

To lock or disable an account, see Disable (delete) a user account in your organization.

A shadow user is a user who’s hidden in the Project Directory. Although that user has full access to the project, they can’t be seen by other users on that project.

This can be useful, for example, in the case of a CEO who wants to oversee the project but doesn’t want to receive mail about it personally. While the shadow user can send email, they can’t be emailed directly by others.

Users with Project Admin privileges can make a user a shadow user. 

See also What are guest users? and Adding Users to your Project for more information on user types and how to add them.

Attribute 1 is one of the tags available in your document register. It's often renamed during your project's setup.

Project Information appears at the top right of the Tasks page, below the Project Details.

Project Administrators can attach up to six files in this space, to make them readily accessible to everyone on the project. These may include items like the project configuration document, and the information management policy.

The files you place in the Project Information area won't be superseded automatically, which means you can have all users referencing a specific version of a document. It also means you should check regularly to make sure the documents are still current.

Click the Attach button to select the files you want to share from your document register as Project Information.

This is managed via your project preferences. If the review status is changing when a document is superseded this can cause issues if your project is using Supplier Documents.