The settings portion provides the user with the option to modify account info which includes moving from trial to paid user by buying a pricing package, upgrading/downgrading pricing package, applying custom branding to the account, buying premium theme, adding new account users, applying two-step authentication to your account.

  • Click the  menu button on the Profile menu to open the Settings screen


Screenshot displaying the Settings screen:



This screen consists of 4 tabs:Account,Users,Submittal Disclaimer&Password settings.These tabs are described in the subsequent section below.

Account tab

You can view the account info, custom branding under this tab.

Account info - pricing module

Existing modules/features ofSKYSITE Projectsare clubbed together into five (5) separate groups with each group falling under a distinct pricing package. You can choose any module/feature and based on the chosen module/feature, the user account will fall under any of the three-pricing package.


These three packages are as follows.

1) Basic ---- is having pricing at 19$/user.

2) Professional ---- is having pricing at 39$/user.

3) Advanced ---- is having customized pricing

User will have access permission to the selected modules in SKYSITE Projects based on the pricing package.

Distribution of Projects modules in separate packages

SKYSITE Project’smodules are logically grouped together based on functionality. You can selectively choose modules/features and based on your selection of features, application will determine the pricing package on your account. The application will enforce one out of three pricing packages on the user account based on the features chosen.


The table below describes the various levels of charges to be levied on your account based on number & type of modules/features allotment:


Basic

Professional

Advanced

Manage, share and distribute constructiondocuments

Productivity & collaboration for construction projects with accurate tracking of current document sets

Access toSKYSITE Projectscloud API with customized workflows & integrations for world class productivity & efficiency

$19USD/user/month-billed monthly

$39USD/user/month-billed monthly

Customized

Modules covered:

Document management:

· Addition of multiple file types

· Publish functionality for always accurate and tracked current sets

· Viewer and basic markup creation

· Mobile app - iOS, Android

· Activity tracking

· Content search

· Desktop sync 

· Unlimited Sheets

· No storage limits

Sharing:

· Simple file sharing

· File sharing with read-only and full access permission

Integration & customization:

· Custom URL & branding

Modules covered:

· All the modules covered under ‘Basic’ pricing

Document management (advanced features):

·Advanced mark-up likeMeasurement

·Auto-hyperlink

Project management:

·RFI management

·Photo management

· Punch list management

· Submittals management

Modules covered:

· All the modules covered under ‘Basic’ & ‘Professional’ pricing

Advanced Integration:

·Access to SKYSITE API

·Custom integration

Understanding & operating pricing module

User (Account Owner) can view all modules/features of SKYSITE Projects under ‘Account’ tab on the ‘Settings’ screen.


Screenshot displaying the pricing details under theAccount info tab:



The above screenshot displays the pricing package currently in usage.


  • Click on the [Customize] button to open the module selection region


Screenshot displaying the pricing structure of the user account based on the module/feature selection:


  • Application will display the selected features as selected/enabled in green color (as shown in screenshot above) – user can select and deselect (enable & disable) these features.

  • Application will display the default features as selected/enabled with tick-mark in gray color (as shown in screenshot above) - user cannot select and deselect (enable & disable) these features.

  • Application will display features which are not selected with grey checkboxes in front.


You can cherry pick required features (by ticking on the checkboxes) and application will automatically change to the appropriate package and thereby apply the corresponding price of the package on the user account. Account user will have permission to work with the selected module only. Some features are will appear as selected by default. These features are included in the ‘Basic’, ‘Professional’ & ‘Advanced’ packages by default. You will not be able to enable or disable these features as these are basic features without which user will not be able to perform any operation on the application.


All users, by default, will fall under thebProfessional pricing package. You can change the selected package by two ways.


Changing package from drop-down:


You can click on the package selection drop-down to choose any one of the two packages available and the pricing will change accordingly.


Screenshot displaying the package selection drop-down [highlighted with orange rectangle]:


After you change the selected package, the module selection will change automatically. Only those modules which are available under the newly package, will appear selected/enabled.


Enabling/disabling module to change package:


In order to change package, you need to click on ‘Customize’ button. The module selection area will appear.

  • Customer (owner of user account) is billed $19/month as his/her account falls under the ‘Basic pricing package’. The features falling under the ‘Basic pricing package’ are most of the features under Document Management section (except Advanced mark-up & Auto-hyperlink). All features underSharing section& Customization section are enabled, by default. You will not be able to disable these features.


Screenshot displaying the ‘Basic package’ pricing details:

  • Next, if you enable any one or more of Advanced mark-up, Auto-hyperlink (under Document Management section), RFI management, Photo management, Punch list management or Submittals management (under Project Management section), you are billed $39/month as your account pricing is upgraded to ‘Professional pricing package’.


Screenshot displaying the ‘Professional package’ pricing details:


  • Again, if you enable either one or both of Access to SKYSITE API, Custom integration (under Advanced Integration), the pricing package is further upgraded to ‘Advanced pricing package’. No pricing is displayed for this package as the pricing for this package is customized and a message is displayed to the user that SKYSITE team will get in touch with the user to decide the pricing.


Screenshot displaying the ‘Advanced package’ pricing details:



Please note that no pricing details are displayed for the ‘Advanced pricing package’ as the pricing for this package is customized.


Application determines the exact price to be paid by the customer per month by multiplying the selected pricing package with the number of users using the account (internal as well as external) and number of projects/folders shared (with “I will pay” option).


  • After new account creation and then package selection, user needs to click on [Buy now] button to buy the selected package for usage.


After confirming buying of the selected modules, two plausible scenarios may appear -


Scenario 1:


If you have not added credit card information in the account prior to module selection, then after clicking the [Buy now] button, application navigates user to the credit card information entry screen. This screen is shown below,


After entering and saving the credit card information, you are returned to Account info screen and the following message is displayed at the top of the screen “Thanks for your purchase”. The billing report is generated and the charge is deducted from the user credit card after the completion of the billing cycle which is 25th of a month.


After completion of package purchase, the [Buy Now] button will disappear.


Screenshot below displays the‘Professional pricing package’ after it is purchased:

Now, if you decide to change the module selection (deselect some modules to move from high pricing package to low pricing package or vice-versa i.e. selects some modules to move from low pricing package to high pricing package) then the [Buy now] button appears again.


Or, if you select a different pricing package from the drop-down then also the [Buy now] button appears again.


Screenshot displaying the reappearance of [Buy now] button after user moves from Professional to Advanced packaging:


Now, if you click the [Buy now] button after making necessary module selection changes or changing the package directly from the drop-down, then application displays the following message“Product selection saved”and the pricing package is updated accordingly. Application also displays the changed pricing package name on the screen.


If you bought the ‘Advanced pricing package’ or changed the‘Basic pricing package’ or ‘Professional pricing package' to ‘Advanced pricing package’ then application displays the following message “Selection saved. A SKYSITE representative will contact you shortly to confirm pricing details”meaning that the SKYSITE team will get in touch with the user to decide the pricing.


Screenshot displaying the message after user buys ‘Advanced pricing package’ or transitions from other pricing package to ‘Advanced pricing package’:


Scenario 2:

If you have already added credit card information in the account prior to module selection, then after clicking the [Yes] button, application displays the following message at the top of the screen “Thanks for your purchase”. The billing report is generated and the charge is deducted from the user credit card after the completion of the billing cycle which is 25th of a month.


After completion of package purchase, the [Buy Now] button will disappear. The rest of the flow is same as Scenario 1.

Billing of project sharing

The shared project/folder bill will be calculated based on the pricing package selection on the Project Owner account. The recipient will have access permission on the various features of the shared project as per the permission level of the project owner. So, in the shared project the recipient will have access permission to project module based on project owner permission.


  • If your account is covered under ‘Basic pricing package’, then sharing a project with “I will pay” option will result into a charge of $19 from the account and accepting a project with “Recipient will pay” option will result into a charge of $19 from the account

  • If your account is covered under ‘Professional pricing package’, then sharing a project with “I will pay” option will result into a charge of $39 from the account and accepting a project with “Recipient will pay” option will result into a charge of $39 from the account

  • If your account is covered under ‘Advanced pricing package’, then the pricing is customized. The SKYSITE team will get in touch with the customer to determine the exact pricing of this package.

Impact on custom login page selection

If you have opted for the custom login theme page then you are also charged $599 one time. This will not have any impact on regular billing cycle and you are charged as per the pricing package selected in your account. But for that respective billing month this will be mentioned in the billing report.

Impact on trial period

You will have full access on all modules in the trial period. In this period, the pricing package of your account will be saved in database but bill will not be generated until trial period gets over and consequently you add your credit card details in the application. After trial period gets over and you still did not add your credit card information then application will deem the account as read-only account.

Frequent changes in package selection in a single month

If you upgrade or downgrade your package selection within a month, the latest updated package will be taken as the base for entire month billing prior to 25thof the month. No pro-rata based bill will be generated for this scenario.

Permission level in viewer

Based on the module selected in the package you will have restrictive permission on usage of the Viewer.

New pricing impact on existing customer

Existing paid customer pricing packages will be reserved as Professional package. Accordingly, module permission will be given to the user and same will be reflected on the billing also.

Minimum no. of users for selected packages for billing

The three different packages of the new pricing module have different minimum billing user count. This is explained below:

  • For Basic and Professional package, minimum billing user count is 1. So, in these cases, billing will be executed based on actual number of internal user added in that account. For example, if user has only 4 internal users added to his/her account and opted for either ‘Basic package’ or ‘Professional package’, the price user must pay at the end of billing cycle after every month for internal users is [charge of package X actual number of users] which is for ‘Basic package’:$19 X 4 = $76& for ‘Professional package’:$39 X 4 = $156
  • For Advanced package billing is customized. The SKYSITE team gets in contact with the customer to decide the pricing.
Total price calculation


Total price calculated for ‘Basic’ pricing package:

In this pricing package - user addition, project sharing & project acceptance are all priced at $19.

Example:

  • No. of internal users added(number of added account user(s) pricing – users added as Internal Users)= 20

  • No. of external users added(pricing of shared projects/folders– with billing option as‘I will pay’)= 3

  • No. of accepted projects(pricing of projects accepted- with billing option as‘Recipient will pay’)= 2


The monthly billing amount = ($19 * 20) + ($19 * 3) + ($19 * 2) = $475


Total price calculated for ‘Professional’ pricing package:


In this pricing package - user addition, project sharing & project acceptance are all priced at $39


Example:


  • No. of internal users added(number of added account user(s) pricing – users added as Internal Users)= 20

  • No. of external users added(pricing of shared projects/folders– with billing option as‘I will pay’)= 3

  • No. of accepted projects(pricing of projects accepted- with billing option as‘Recipient will pay’)= 2


The monthly billing amount = ($39 * 20) + ($39 * 3) + ($39 * 2) = $975

View billing details:

  • Click the [View billing details] button to view the detailed billing of an account with 'Basic' or 'Professional' pricing package. This button will not appear for 'Advanced' pricing package.


The billing details are shown in the screenshot below:


Hence, whichever the pricing package you select the pricing is calculated per month based on the following formula:

[No. of internal users (account users) added through the 'Users' tab in Settings X pricing package ($19 {Basic package} or $39 {Professional package} or customized pricing {Advanced package})]

[No. of external users (external project collaborators) who accepted shared project/folder with "I will pay" option (you i.e. user who shared project/folder paid for sharing) X pricing package ($19 {Basic package} or $39 {Professional package} or customized pricing {Advanced package})]

[No. of shared project/folder which you accepted (which another user shared with "Recipient will pay" option) X pricing package ($19 {Basic package} or $39 {Professional package} or customized pricing {Advanced package})]

Users tab

The Users tab lets you manage users (account users as well as external project collaborators) – add users from contacts, create new users or modify existing user information. This tab consists of two tabs: one tab displays the account users and the other tab displays the external project collaborators.

Users tab - My users

Screenshot displaying the Users tab - My users:

This tab displays the current users of the account which includes the account owner (user who created the account) and the other employee users of the account. You can add account user from this tab after clicking the [Add user] button. All account users have separate log-in credentials to access this account.

  • Click on the [user name] of any account user to view user information. This is shown below,


  • Click on [Add user] button to add new account users. The following screen appears,


The Add user(s) screen will display contacts already added in SKYSITE through the 'Contacts' screen. Only those contacts are fetched from the 'Contacts' section who do not have any SKYSITE account. Contacts who already have SKYSITE account will not displayed in this screen.


  • Click [Make user] button to make the contact an account user.


The Confirm adding user(s) screen will appear. This is shown below,


  • Click [Confirm] button to add the user as an account user


The user will receive an invitation to register in SKYSITE and access this account as an account user.


Screenshot below displays the newly added account user [highlighted in screen below] under the My users tab:


The contact added as an account user will receive a mail to activate his/her SKYSITE account through email. This email is shown below,


When user clicks the [Activate account] button, the user is redirected to the Update password screen. This is shown below,


If two-step authentication is enabled in your account (account admin account), then user will have to enter complex password and after that enter PIN code. After creating new password and PIN, the user is directed to the SKYSITE log-in screen. User can enter his/her email ID and new password & PIN to enter your account (account admin's account) as an account user.


Note:Account user will not be able to view the 'Branding' section, Submittal disclaimer tab in settings, Password settings. Also, account user will not be able to change the existing account pricing package.


Again, on the Add user(s)screen if you can click on [Create new] button to create new account user. This is shown below,


  • Click [Save] button after entering new user information to add the account user


Field Description:

Fields

Description

First Name

Enter the first name of the user

Last Name

Enter the last name of the user

Company

Enter the name of the company on behalf of which the user is registered (this field is auto-populated by the application from your profile screen as the account user is deemed an employee user under you [account admin], although you can edit this field info)

Address

Enter the company address

City

Enter the city name where the company is located

Zip Code

Enter the ZIP code of the area where the company is located

State

Enter the name of the State where the company is located

Country

Enter the name of the country where the company is located

Email ID

This field is auto-populated with the user’s registered email id

Phone No.

Enter the phone number of the user

Fax (optional)

Enter the Fax Number of the user (optional field)

Others (optional)

Enter any other information related to the user


You can delete an account user from this tab. If you take your cursor over any account user, you will be able to view the [Delete] button [highlighted with red rectangle in screenshot below]. This is shown below,


  • Click the orange color delete button to delete the account user.

Users tab - External project collaborators

Screenshot displaying the Users tab - External project collaborators:

This screen displays the number of external project collaborators associated with your account. You have shared projects/folders to these users with 'I will pay' option and these users have accepted the project/folder share invitation. Only after project/folder share acceptance these users are added as external project collaborators in your account.

  • Click on the [user name] of any external project collaborator to view user information. This is shown below,

 

This screen also displays the number of project/folder shared to each user. 

  • Click on the [Shared project] link to view history of project shared to these users. This is shown below,


You can delete each project share separately by clicking thebutton. Also, you can change the expiration date of a shared project with status 'Accepted' and both access type & expiration date of a shared project with status 'Pending acceptance' after clicking thebutton.

After making changes, click [Save] button to save the changes.

Submittal disclaimer tab

User can enter the submittal disclaimer in this section. The usage of this disclaimer is described in the Submittal section of this help.


Screenshot displaying the submittal disclaimer tab:

Password settings tab

User can set up complex password and two-step authentication from this tab and set the number of days after which the two-step authentication will expire.


Screenshot displaying the password settings tab:

Password policy description

This portion of the document describes the strong security validations implemented for safeguarding user information. The security validations are concerned with enforcing users to set up complex passwords and requiring users to pass through a two-step authentication procedure which means first entering complex password and then entering PIN code to access the account. This feature will be available in both the modules of SKYSITE (SKYSITE Projects/F&A). Please refer toTwo-step authentication help file for more details.