The Directory Browser is where you can view, organise and edit your suppliers, clients and cranes.
To edit suppliers, clients or cranes double click or select and open to change details and then select save.
To delete, copy or rename, select the icon and then select the appropriate button in the toolbar, or right click the icon.
Crane Suppliers
Crane Suppliers refers to the individual or company in the Crane Supplier section of the Lift Plan.
A supplier card can be loaded directly into the Lift Plan after creation
Clients
Clients refers to the individual or company in the Client section of the Lift Plan.
A Client card can be loaded directly into the Lift Plan after creation
Cranes
Cranes refers to the crane in the Crane section of the Lift Plan.
A Crane card can be loaded directly into the Lift Plan after creation
Team Directory & My Directory
If you are part of a Team Account then the Team Manager can set permissions for who has access to the Team Directory. There are three tiers of access, No Access, View, Edit.
No Access means you will not be able to view the Team Directory
View Access allows you to view the Team Directory and save a personal copy to My Directory
Edit Access allows you to edit, save and delete items in the Team Directory
My Directory is not shared and any Individual or Team user will always have full control over their My Directory folder