How to allow teammates to edit sub list templates

With BC Pro, you can create sub list templates to easily import subcontractors into new projects. Any employees within your company can use the sub list templates that you create. However, if you want a teammate to have access to edit a template, you must share it with them. 

To share the sub list template with colleagues, start from the “Projects” page and then click on the “Sub List Templates” tab.

In the "Sub List Templates", select the sub list template you want to share.

Click on the “Share” tab.

Click into the "Coworker name or email" search box. Select from the list or type the colleague’s name and once it appears, press "Enter" on your keyboard or click on their name in the list.

Once selected, the colleague’s name will be listed in the “Share” tab and the colleague will receive a notification. The colleague will also have access to the sub list template from their BuildingConnected account.

At any time, if you'd like to remove the colleague, manage the colleagues’ permissions, or resend the invitation to join the template, click on the drop-down arrow under “Actions” and select the desired option.