Assigning TeamLink Security Roles for Companies in the Project Directory

Although the Project Directory can be accessed from most modules, the steps listed below is the most common way.

1. Expand the Main Menu by clicking the three horizontal bars symbol shown in the left corner.
2. Expand the Projects section.
3. Click Current Project Home.
4. Select the Project in the popup form.
5. Navigate to the 'Internal Stakeholders, Project Directory' section.
6. Click the record count link next to Directory Companies. This will show a list of existing companies in the Project Directory.
7. Navigate to the appropriate Company record. The Search field can be used to filter the listing.
8. Select the TeamLink Role by clicking in the cell. Updates are saved automatically.
9. Repeat the last two steps to assign roles for other companies.