Emailing TeamLink Login Information from the Project Directory
- Expand the Main Menu by clicking the three horizontal bars symbol shown in the left corner.
- Expand the Projects section.
- Click Current Project Home.
- Select the Project in the popup form.
- Navigate to the 'Internal Stakeholders, Project Directory' section.
- Click the record count link next to Directory Companies. This will show a list of existing companies in the Project Directory.
- Click the 'Action' drop-down in the right-corner.
- Click the 'Send TeamLink Invitation' option.
- Select the TeamLink Role. This will refresh the listing showing contacts of firms that have been assigned that security role.
- Select contacts that require a portal login by clicking the checkbox on the left side.
Note: For those contacts that do not have a username and password, Sage Construction Management will set the username to their email address and the password is auto-generated. Contacts that already have been assigned a user name can keep their existing password only if 'Do Not Reset Password' is checked. - Click the 'Send Email' button at the bottom right.