Assign a TeamLink security role to the companies of the project directory

  1. Go to Projects and select the project in the Quick Select section.

  2. On the Project Home page, select Project Directory in the Project Team section.

  3. Optionally, use the search field to filter the listing.

  4. Find the company and contact you want to update in the list and select the appropriate TeamLink Role from the dropdown between them.

    Updates are saved automatically.