Adding & Managing Partner Companies
An Owner Company (also referred to as a Sponsor Company) may work with one or many Partner Companies (for example, subcontractors, vendors, and so on) to work on projects/shells or company-level activities. Company Administrators can add and manage Partner Companies and users. Partner Company users can be granted access to specific company-level and project/shell-level features.
When a Partner Company user is added to a project/shell, the system verifies that the user's company is a Member Company; if not, the system adds the Partner Company. When a Partner Company is removed from a project/shell, the Partner Company users are automatically set to Inactive.
To access Partner Companies:
- Go to the Company Workspace tab and switch to Admin mode.
- In the left Navigator, expand the User Administration grouping node.
- In the left Navigator, click the Partner Companies functional node. The Partner Companies log opens. The log will display any current Partner Companies.
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Last Published Tuesday, June 4, 2024