Invite Contractors and Vendors

Modified on Tue, 13 Jan at 1:59 AM

The party that created the project in Linarc is designated as the project owner and can invite other stakeholders, such as the subcontractors, architects, consultants, vendors, etc., to collaborate on the project through Linarc. Once the invited party accepts the invitation, they can access the project from their Linarc account and manage it.

Note: You can invite only those companies who are already added as your vendors at your company level. If the company you want to add is not available in the selection list, contact your company administrator.

Roles and permissions: Only users with roles having permissions 'Create,' 'Invite,' or higher enabled for the Project Directory module can invite new companies.

To invite new companies

Ensure that you are in the management console ot the project
Click the app launcher icon in the top-right, select 'Project,' then select 'Directory' on the top.
Click and then select 'Companies' > 'Invites' from the options on the left
Click the '+' button at the top right.

The 'Company Invites' screen shows the list of subcontractors and vendors registered as partners at your company level:

Select the subcontractors and vendors you want to add to the project.
Click 'Invite.'

Select the role and work type of the invited subcontractors and vendors in the next step.

Click 'Submit.'

Linarc sends invitations to the selected companies to associate with the project. A project manager or director of the invited subcontractor company reviews your invite, accepts it, and assigns a project manager to your project. See Accept Invitations to Collaborate for more details.

Once they accept the invitations, you can assign work, schedule tasks, add them to document approval workflows, etc. The project manager from the subcontractor company can now access your project on their Linarc project management portal and start working on it.

Search, filter, and sorting options:

Use the 'Search' box located at the top left to find a template using any value from the table as search criteria
Right-click the column header and customize the display and order of the columns as you wish
The options at the top right allow you to filter the entries, create nested groups of entries, and manage personalized and customized views of the table. Use the links below to learn more about these:

Hover over a column header and click the icon to sort the rows in ascending or descending order of entries in that column

Download the File list

Click the 'Download' button at the top-right to save a copy of the list in Excel format on your device or in the project repository for record-keeping and sharing. See Download List Views and Logs in Excel Format to learn more