Asite

This article helps you understand the right-click options on a project template in the 'Projects' tab.

Right-click Options on a Project Template

Project Templates

This article helps you understand how to add a new project template on Asite.

Add a Project Template

Edit a Project Template

This article helps you understand the inheritance option applicable while editing an existing project template.

Edit a Project Template - Inheritance Option

Edit Access on a Project Template

This article helps you understand how various types of forms can be configured to work in your project templates differently.

Set Up Forms in a Project Template (based on Type)

This article helps you understand how to add available standard form templates (provided by Asite) to your project templates.

Add Standard Form Templates to a Project Template

This article helps you understand how to define and manage the purposes of issuing files in your project templates.

Define the Purposes of Issuing Files in a Project Template

This article helps you understand how to define and manage distribution groups in your project templates.

Define Distribution Groups in a Project Template

This article helps you understand how to define and manage form statuses in your project templates.

Define Form Statuses in a Project Template

This article helps you understand how to define and manage file statuses in your project templates.

Define File Statuses in a Project Template

Project Template Options

This article explains how to define user roles, access levels and how to assign users to roles in a project template.

Define User Roles and Access in a Project Template

This article helps you understand how to assign different role privileges in a project template.

Assign Role Privileges in a Project Template

This article helps you understand how to assign proxy access to users in your project templates.

Assign Proxy Access to Users in a Project Template

This article helps you understand how to assign and manage form permissions on your project templates.

Assign Form Permissions in a Project Template

This article helps you understand how to view history of roles assignment in your project templates.

View Roles History in a Project Template

This article helps you understand how to add users in your project templates.

Add Users in a Project Template

Create Roles and Grant Access to Users in a Project Template

This article will explain how to access and manage configurable attributes within a project template.

Define Configurable Attributes in a Project Template

This article will explain how to create an attribute for your project template.

Create an Attribute in a Project Template

This article will explain how to create an attribute set within a project template.

Create an Attribute Set in a Project Template

This article will explain how to view previous versions of an attribute for a project template.

How Do I View the Audit History of an Attribute? (Project Template)

Asite Playbook Help

Asite Field Help

Asite 3D Repo Help

Asite Project Financials Help

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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