Add a Contact

OBJECTIVE

To add a Company Contact in ConstructionOnline

BACKGROUND

Contacts within ConstructionOnline are referred to as Users, and are divided into 5 categories: Company Employees, TeamLink Users, ClientLink Users, Leads & Basic Users. A first name, last name, and email address are required to add an user.

THINGS TO CONSIDER

  • Email invitations are sent immediately when a user is added to a live project. 
  • If a project is pending, email invitations are not sent until the project is set to live.
  • Badges will appear beside Contact names in your Company Contacts list to denote whether they are a Company user, Company Admin, ClientLink user, TeamLink user, or Lead.
  • Contacts can also be added from the Team tab in a Project you wish to assign them to.

STEPS TO ADD A CONTACT

Steps to add ClientLink, TeamLink, and Basic Contacts:
  1. Navigate to the Contacts page via the Left Sidebar
  2. Click the green +Add New Contact button
    1. This will open the Add New Contact window
  3. Choose the Contact Type and enter the user’s First Name, Last Name, and Email
  4. Click Continue 
    1. ConstructionOnline will automatically scan the database of 750,000 users to see if your Contact already has an account
      1. If an account is found, you can confirm the user and continue 
      2. If no account is found, enter the details manually
  5. Click Add Contact 
  6. Choose the Projects you want to assign the Contact to
    1. You can choose not to select any Projects at this time
  7. Click Save
    1. This will open the Contact Details window
  8. Review and add any additional information
  9. Click Save

B. Steps to add Company Contacts:

  1. Navigate to the Contacts page via the Left Sidebar
  2. Click the green +Add New Contact button
    1. This will open the Add New Contact window
  3. Choose the Contact Type and enter the user’s First Name, Last Name, and Email
  4. Click Continue 
    1. This will open the Employee Settings window
  5. Set User Permission’s for Company Projects 
  6. Click Next 
  7. Set a password for the employee, or click Next 
    1. This will automatically send an email invitation to the employee 
  8. Click Close 
    1. This will open the Contact Details window
  9. Review and add any additional information
  10. Click Save

TIPS AND TRICKS

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.