Designate the 'Default Submittal Manager' for the Submittals Tool

Objective

To designate the the 'Default Submittal Manager' for a project's Submittals tool. 

Background

Things to Consider

• Required User Permission:
  • To designate the project's 'Default Submittal Manager', 'Admin' level permission on the project's Submittals tool. 
  • To be designated as the project's 'Default Submittal Manager', 'Standard' level permission or higher on the project's Submittals tool. 
    Note: Users with 'Standard' level permission do NOT have the ability to change the 'Submittal Manager' on individual submittals. 

Steps

1. Navigate to the project's Submittals tool.
   This reveals the Submittals page. 
2. Click Configure Settings .
   This reveals the Submittal Settings page. 
3. Under Submittal Settings, do the following:

   • Default Submittal Manager. Select the desired submittal manager. See What is the 'Submittal Manager' role?

   • Update. Click this button to save the item.

     The system saves the change and this person's name is automatically selected on all new submittals in the project. The submittal manager on existing submittals is NOT updated. 

Next Steps

• Create a Submittal
• Create a New Submittal in a Submittal Package

See Also

• What is the 'Submittal Manager' role?