General
General information about the application.
16 articles
- Stakeholder collaboration overviewWhat stakeholder collaboration is, the three stakeholder roles, how it fits into Oversite, and what an outside company can see on a shared project.
- Manage and remove stakeholder accessAdd or remove people on a stakeholder company, revoke a company's access, switch a project back to private, and control whether stakeholders see draft inspections.
- What external stakeholders can see and doThe project data a shared project exposes to stakeholders, what each stakeholder role can do, and how contractors and owners sign change orders.
- Invite an external stakeholder to a projectShare a project with an outside company, then invite a Project Owner, Project Contractor, or CEI Stakeholder and add their people by email.
- Check your application versionHow to check and update your application version.
- Company ListsDefault lists of the contractors and sub-contractors used in Projects, Groups, and Inspections.
- Company DashboardThe first you see after logging into Oversite.
- GlossaryDefinition of terms used throughout the application.
- Starting Multiple Conversations With The Support Team
- Comments System Guide
User Management
Articles about managing user access, settings, and passwords.
- Connect your Microsoft account to OversiteConnect Oversite to your Microsoft work or school account from the Integrations settings page, and reconnect or disconnect it later.
- Create a Microsoft Teams meeting in OversiteAdd a Microsoft Teams meeting to a new or existing Oversite meeting, join and share the link, keep the calendar in sync, and read the meeting statuses.
- Get Teams meeting transcripts and email meeting notesAfter a Teams meeting, mark it Completed to retrieve the transcript, and email the meeting notes and action items to attendees.
- Microsoft Teams integration overviewWhat the Microsoft Teams integration connects, who sets it up, and what it lets you do in Oversite, from creating Teams meetings to retrieving transcripts.
- Adding and Editing UsersAdd users to your account, then add them to projects and groups.
- User RolesAll of the rules and permissions that apply to each user role.