Occasionally, there will be information that needs to be accessed by some and not others. Buildertrend gives you the ability to dictate that level of detail when storing files in Buildertrend.

Start by navigating to Documents within the Files header.

To adjust viewing permissions for a folder, right-click the folder and select Folder Properties.

From here, you can adjust viewing permissions for the folder.

For each document; you can establish viewing access, as well. Right-click the document and select File Properties.

From here, you can select which Internal Users have access, as well as if you would like your customer to have access to the document.

You can grant subs/vendors access, as well.

Click Save in the top left to save any adjustments that have been made.

For comprehensive online learning, please visit the Buildertrend Learning Academy.

If you have any questions or require additional support, feel free to chat with us, send an email: support@buildertrend.com, or give us a call at 1-888-415-7149. We’re always happy to help.

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