What happens when a collaboration invite is sent?

In this guide, we show you how to add a subcontractor to your project in Intuety and manage collaboration across companies.

1. Sending the subcontractor form: The process starts with the client sending a Subcontractor Form to the subcontractor. This form is used to collect the information needed to get them set up on the platform.

2. Subcontractor submission: Once the subcontractor submits the form, the Intuety team creates their company profile, adds them to the supplier list, and sends out an invitation to join the platform. The client is automatically notified once this is complete.

3. Adding the subcontractor to a project: After their company account is active, the client can go into the relevant project, open Settings, then Collaboration, and click Add Collaborator. From here, they’ll select the subcontractor from the supplier list and assign them the appropriate role Client, Principal Contractor (PC), or Subcontractor.

4. Accepting the invitation: The subcontractor’s admin will receive an email invitation. Once they accept, the project will become visible to both companies, allowing for real-time collaboration.

5. Understanding RAMS visibility: Different roles have different access levels. Clients and Principal Contractors can view all RAMS submitted to the project. Subcontractors will only see the RAMS they’ve submitted themselves.

6. Keeping collaboration clear: Using this method ensures clean collaboration between project stakeholders and keeps access to sensitive documents controlled by role helping you maintain clarity, accountability, and compliance across your projects.