Add a member company to a project
Active partner company users (users with a unique user name, and status of Active or On Hold) can be added to projects and assigned permissions, just like sponsor company users. See Add a user to a project for more information.
To add a member company to a project
- Go to the Company Workspace tab and switch to Admin mode.
- Click Company Sponsored Projects > [project] > Member Company in the left Navigator. The Member Companies log opens.
- Click the Add button. The Add Member Companies window opens. This window lists the available partner companies that can be added to the project as a member company.
You can click the Find button to search for a particular company by Company Name or Contact Name.
- Select one or more companies from the list and click the Add Member button.
- At the confirmation window, click Yes. The company is added to the Member Companies log.
Last Published Friday, February 2, 2024