Sharing Web-Select Projects With Other Users

One of the greatest advantages to Web-Select is the ability to share selections between users. Engineers may select the units, then share the project with their rep for pricing and ordering. Each user must have an ENVIRO-TEC website account prior to sharing projects (see instructions for creating accounts). Here are the quick and easy steps for sharing selections in Web-Select:

1. The project's creator goes to the main Schedule view.
2. In the uppermost section of the screen, there will be a line that reads "All Projects > Name of This Project [Info] [Users]...
3. Click on [Users], then click on Administer Project Users
4. Type the Username of the person being added to this project in the New Project User textbox, then click the Add New Project User button. Engineers will be able to select their sales rep's Username from the drop-down list. Similarly, sales reps will be able to choose other employees from their office using this list.
5. The Username of the individual will now appear in the table below the New Project User textbox. If the user should have full editing ability for the Project, choose "Project Administrator" from the Permission Level drop-down list.
6. That's all there is to it! The next time the other user visits Web-Select, they will see your Project Name in their list of Projects.