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Set Up Your Personal Account Settings

Manage your personal account settings such as setting your default view and the way your name, title and signature is displayed, connect to PlanGrid and manage your password.

Table of Contents


 

Login to the PeerAssist platform

 

  • When you first log in to the platform you will be taken to the Account Settings page where you can manage and edit your user account details. You can access this page at any time by clicking on your initials at the bottom left corner of the screen.

 

  • Enter your personal information
  • Make sure your Job Role is entered how you would like it displayed on outgoing communications, such as change order requests to the GC.  (The Job Role is not associated to permissions within the platform).
  • Select the view for your Chart and information period - this is related to the Analytics page which shows summary type information per project and totals.
  • Select your preference for the Default View Type. For example, if you are mainly a T&M user you may prefer to land on the Field Work In Progress page each time you log in. 


The options for this setting are: 

Authorizations  - Field Work Authorizations are prior authorization requests for extra work.
Field Work In Progress - All ticket type extra work that is in progress.
Service Work - All service work tickets.
Request for Price - All priced change/request for price types of work.
Change Order Log - All requests for change orders, tracking only and no charge extra work are tracked here.
My Own View - This is a custom view tab that allows you to define your own view of the extra work and save them as views. Then they can be selected at any time.
eForms - All the forms that are in process and completed. 

  • Upload your User Signature
  • Your signature is used on documents that are sent from the system such as the Request for Change Order letter.

  • Click Confirm to save your changes.

Manage Your Password

  • Click on Change Password to update your password to one of your own choice.

  • Enter your new password twice and then click Submit to save.

 

Connect to PlanGrid

  • If you are a PlanGrid user you can connect your account in Account Settings

plangrid connection

 

Read more about connecting your PlanGrid account and projects here

Your personal account settings are ready to go!