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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 Single Sign-on (SSO)
Single sign-on (SSO) authentication allows users to sign in to Carve through their Microsoft account, eliminating the need for a separate Carve username/password for each user. It is important to understand that: SSO can only be configured by the ...
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