CR-Certify

WrapSheet: an Introduction

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WrapSheet is a read-only view of CR-Certify that grants members of projects teams access to the information stored within CR-Certify. While WrapSheet looks similar to CR-Certify, the users able to access WrapSheet are not considered administrators.

For details on how to give someone access to WrapSheet, go here.

Expand or collapse content What pages do WrapSheet users see?

WrapSheet users only have access to two areas within CR-Certify: "My Projects" and "Reports". Within the "My Projects" area, they have permission to view the main four tabs at the Client, Project, and Contract levels, although not all information from CR-Certify in those areas will display. Upon first logging in, a WrapSheet user is presented with the WrapSheet Cover Image, which can be customized away from the default image at either the Project or Client levels.

For Details on Client permissions, go here.

For Details on Project/Subproject permissions, go here.

For Details on Contract permissions, go here.

Expand or collapse content Reports

The reports available for WrapSheet users to run are within the "Reports" area within the application. Upon navigating to this location, the users are able to run the reports listed in the lefthand menu for the entities that they have permission to view.

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