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 manage Partner Companies and users. The Site Administrator will first add the potential Partner Company to the list of available companies, from which you can select the companies to activate. Partner Company users can be granted access to specific company-level and project/shell-level features.
Note: Contact your Site Administrator to add a company to the list of available companies.
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 Friday, June 21, 2024