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    Weintraub: How to Update Favorite Projects for Online User
    • 18 Jul 2024
    • 1 Minute to read
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    Weintraub: How to Update Favorite Projects for Online User

    • Updated on 18 Jul 2024
    • 1 Minute to read
    • Contributors
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    Article summary

    ❕ For Weintraub Staff

    This article outlines processes that are only relevant to Weintraub staff.



    When a Project is selected as a Favorite for an Online User, when they are applying for permits or requesting inspections (in CommunityConnect), they will only be able to apply for permits under their "Favorite" Projects and will only request inspections under "Favorite" Projects. This saves the user from sorting through Projects that they aren't working on.


    Quick Tip

    To quickly see which Projects an Online User has favorited, impersonate the user.


    Search for User

    • In the left navigation, click Users
    • Filter the email column by email address
      Users, Filter to search for a user by Email.png


    • Click the email address to view the user's profile
      Users, Click Email Address to Open Profile.png


    View Client

    • In the user's profile, select Clients
    • Click the Client name to open the Client profile
      Users, Clients, Select Client Name.png


    View Client's Projects

    • In the Client's profile, click the Projects tab
    • Select the Project name
      Clients, Projects Tab, Select Project Name.png


    Update Favorites in a Project

    • In the Project, click Online Users
    • Check the box in the Favorite column for the user
      Weintraub Projects, Online Users, Select Favorite Projects


    How Users in CommunityConnect Can Update Favorites

    Users in CommunityConnect can manage their favorite projects by following the steps in this guide.

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