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Manage Portfolios Overview
Portfolios are available in Professional and Enterprise edition companies to manage user security and organize projects. Carve Admin users should setup portfolios to mirror the structure of the company's current capital program and assign users to ...
Manage Templates Overview
Carve supports PDRI templates, Construction Readiness templates, and Commissioning & Operational Readiness templates. For Professional and Enterprise companies, these templates can all be edited by admin users. A summary of all available templates ...
Delete Users
To delete a Carve user: From the Admin tab, select Users. Click on the user from the Manage Users list. Click the Delete User button and select OK during the confirmation prompt. Delete User
Manage Multi-Factor Authentication (MFA)
Carve supports optional Multi-Factor Authentication (MFA) on user login. Multi-factor authentication requires users to set up a third-party authenticator app that generates a code to be entered in Carve when the user tries to log in. Company Admin ...
Edit Users
From the Admin tab, select Users. Click on the user from the Users list. The editable fields can be changed as required. Changes are automatically saved. Edit Users, Admin Tab