TeamLink Portal authentication method 1 overview

Many Sage Construction Management features include an email option that can be used instead of printing a document and sending it using a mail carrier. For example, general contractors (GCs) often send an invitation to bid to their subcontractors or suppliers notifying them of an upcoming job opportunity. In this scenario, the GC needs to share drawings and specifications with vendors and request feedback if they’re interested in bidding. Another example is a subcontractor or GC sending out an RFI or submittal to an architect to get their response.

Sage Construction Management send an email that includes an auto-generated hyperlink that can be used to access the particular lead or project record on the portal. For example, RFP package 001, RFI 003, submittal 006, and so on. Contacts that are copied on the email will also get a hyperlink, but information shown in the portal will be read only.

Log in information for external team members

• Hyperlink to the TeamLink Portal with the org ID and lead or project record ID encrypted in the url.

Advantages and disadvantages of authentication method 1

Advantages:

• Easy to implement.
• After logged in to the portal, the user is redirected to the appropriate project record, such as RFI #003 or submittal #006. Thus, no navigation is required.

Disadvantages:

• Cannot view other project information that's associated with the external firm after logging in to the portal.