Add ClientLink/TeamLink Users to a Project

OBJECTIVE

To add ClientLink and TeamLink Users to a Project in ConstructionOnline

BACKGROUND

Communication is one of the great attributes of ConstructionOnline, and our ClientLink and TeamLink features are a big part of that. By way of the Portals, your ClientLink and TeamLink users are able to view the information relevant to the projects they have been assigned to. This is the perfect tool for keeping them up to date and informed during every stage of their projects!

STEPS TO ADD CLIENTLINK/TEAMLINK USERS TO A PROJECT

A. From the Project:
  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Team tab
  3. Click the green +Add ClientLink Contact or +Add TeamLink Contact button
  4. Choose from the list the users you wish to add, or Create a New Contact
  5. Click Save
B. From the Contacts page:
  1. Navigate to Contacts via the Left Sidebar
  2. Right-click on the ClientLink/TeamLink user
  3. Select Edit Contact
    1. This will open the Contact Details window
  4. Select the Projects tab
  5. Click the green +Add Contact to Projects button
    1. This will open the Add Contacts to Projects window
  6. Choose the Projects you wish to add the Contact to
  7. Click Save

HAVE MORE QUESTIONS?

We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or Contact UDA Support for additional options.