Invite Subcontractor Organizations to Register with Preconstruction

After you have added or imported subcontractor organizations to Preconstruction, you should invite them to register with Preconstruction and set up their own accounts.

When you invite an organization to set up their Preconstruction account, the users in that organization receive an invitation email. New users will be able to see the contact name and email for your organization in their invitation email, so be sure to keep that information up-to-date.

You can invite all subcontractors who have not yet been invited to register at once, or you can individually choose which subcontractor companies you want to invite. You can reorder or select all organizations in the default network list to quickly find specific organizations filtering by Status, Organization Name, Location, or Performance Rating.

To invite all subcontractors who have not yet been invited to register at once:

  1. On the Directory page, on the My network tab, select Invite imported users.

    This button only appears if there is at least one subcontractor organization with a Status value of Not invited.

  2. In the Invite users to register dialog box, select Cancel, Add Custom Message, or Invite.

    If you select Add a Custom Message, a panel expands for you to type the message. Select Preview Invitation or Send Invitations to finalize, or select Cancel to return to the previous screen. This allows you to personalize your message for users who may not yet be familiar with Preconstruction.

To invite users from individual organizations to register:

  1. On the Directory page, select the check boxes in the rows for each company whose users you want to send invitations to register.

    To have the network list only show organizations that have not yet been invited to register, select Filters, and then set the Status field to Not invited.

  2. On the Actions menu, select Invite to register.

If you're trying to find information about, or check the status of a specific subcontractor, you can use the search bar to search for the contact or organization name.