➕Adding sub-contractors to projects
Note - Only Approvers and Project Administrators can do this
**TO ADD NEW SUB-CONTRACTORS TO PROJECTS THEY MUST FIRST SUBMIT THE ONBOARDING FORM TO US WHICH CAN BE FOUND HERE:
https://share-eu1.hsforms.com/1hn6ObOaaSqa43lfy6RmivA2dl4if
Why Individual Access Matters: Giving subcontractors access to projects one by one keeps their view tidy and ensures they only see the projects relevant to them.
1. Go to the Project: Find the project you want to give access to (e.g. a solar farm project).
2. Open Project Settings: Click the three dots next to the project name and select “Project Settings.”
3. Add a Collaborator: Inside the settings, click “Add a Collaborator.”
4. Select from Supplier List: Click the Supplier List dropdown to see all your available contractors.
5. Invite the Contractor: Select the contractor (e.g. Wayne) and click “Invite.” That contractor and their organization will now have access to the project.
6. Subcontractor Access: Once invited, all users within that subcontractor’s organization will be able to view and upload to the project.
If a Contractor Doesn’t Appear: If a contractor isn’t listed, they haven’t been onboarded to Intuety yet. Use the link in the video description to send them the form to request account setup.
Need more help or resources? Visit:
https://linktr.ee/intuety