- ConstructionOnline Knowledge Base
- Manage Company Users
- FAQ: Company Contacts
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Getting Started
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FAQs
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Workflows
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Manage Account
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Manage Company Users
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Contacts
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Lead Tracking
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Opportunities
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Projects
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Estimating
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Change Orders
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Client Selections
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Purchasing
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Invoicing
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Items Database & Costbooks
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Accounting Integrations
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Scheduling
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Calendars
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To Do Lists
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Punch Lists
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Checklists
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Daily Logs
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GamePlan™
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Time Tracking
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Communication
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RFIs
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Submittals
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Transmittals
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Redline™ Takeoff
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Redline™ Planroom
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Files & Photos
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Company Reporting
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CO™ Drive
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Using the ClientLink™ Portal
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Using the TeamLink™ Portal
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SuiteLink
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CO™ Mobile App
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ConstructionOnline API
Can I import Company Employees directly into ConstructionOnline?
No. By default, all Contacts imported into ConstructionOnline are saved as Basic Contacts. Basic Contacts do not have access to your Company Account or Project Portal and cannot be converted into Company Employees. Because of this, all Company Employees should be added manually into ConstructionOnline so that they have access to your Company Account, Projects, and to ensure correct permissions are set for each user.
If you have imported a Contact you need to designate as a Company Employee, you must delete that Contact from your Contacts List and add them again manually.