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Share Albums and Folders to ClientLink/TeamLink Portals

Share a Folder or an Album with project stakeholders through their own ConstructionOnline™ Portal.

BACKGROUND

ConstructionOnline's industry-leading construction management tools provide a central place for all project stakeholders to keep track of project data. Clients, subcontractors, vendors, and other external resources can use ClientLink™ and TeamLink™ portals in ConstructionOnline to stay connected to their active projects. By sharing project Albums or Folders through ConstructionOnline’s convenient portals, builders can provide clients and subcontractors access to project Photos and Files in real time. 

THINGS TO CONSIDER

  • Within a Project, managing Folders & Albums (sharing, copying, moving, etc.) should be done through the Files tab. The Photos tab is exclusively for editing and quickly viewing photos through the Photostream.

  • Sharing an Album/Folder means any new File or Image added to it will be visible in the Portal. To send an exact copy of the current Album/Folder that will not continually update when new Files & Images are added, Copy Albums/Folders to the Portal.

  • Only Project Folders, Albums, Files, and Images can be shared or copied to the Portal(s).

HOW TO SHARE ALBUMS/FOLDERS TO THE PORTAL

  1. From the desired project's Files tab, right-click on the Album or Folder to open the dropdown menu. 

    ConstructionOnline's right-click options in Files

  2. Choose Options to access available sharing methods.

    ConstructionOnline's Options choice in Files for sharing

  3. Select which Portal(s) the Folder or Album will be shared with. The ClientLink and TeamLink sharing options can be multi-selected at this stage if desired.  

    1. The option to make a Folder or Album private is also available here.

      ConstructionOnline's options to share Files with ClientLink and/or TeamLink Portals

  4. Click the blue "Save" button to confirm the selected option(s). 

🗒️ Note: Albums and Folders that have been shared to the ClientLink and/or TeamLink Portal can be identified by the "Shared With" badges.

ConstructionOnline's Shared Badges   ConstructionOnline's Shared Badges

ADDITIONAL INFORMATION

  • To share a single File or Photo to the Portal, ConstructionOnline users should copy the specific File or Photo to the desired Portal(s).

  • Permissions: Company Employees must have their permissions set to "Can Create, Edit, & Delete" for Files and Photos to be able to share Folders and Albums with ClientLink and TeamLink portals. 

  • ClientLink™/TeamLink™ Access: In ClientLink/TeamLink Settings, the Photos option must be selected for ClientLink and TeamLink users to access shared Albums, and the Files option must be selected for ClientLink and TeamLink users to access shared Folders.

  • CO™ Mobile App: Folders and Albums can only be shared through browser access to ConstructionOnline. However, ClientLink and TeamLink users can access any Folders and Albums that have been shared with them via ConstructionOnline Mobile.

HAVE MORE QUESTIONS?

  • Frequently asked questions (FAQ) about Files & Photos can be found in the article FAQ: Files & Photos. 

  • Frequently asked questions (FAQ) about ClientLink and TeamLink Users can be found in the article: FAQ: Managing ClientLink™ and TeamLink™ Users.

  • If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA support page for additional options.