Send TeamLink portal login information
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Go to Projects and select the appropriate project in the Quick Select section.
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On the Project Home page, select Project Directory in the Project Team section.
- Select Actions > Send TeamLink Invitation.
- Optionally, use the Company Filter to filter the recipients by company.
- Select the appropriate security role from the Role Filter dropdown.
- Select the contacts that require TeamLink portal login information from the list.
- Enter the Email address and Username as needed.If a contact does not have a username, Sage Construction Management sets the username to the contact’s email address and automatically generates a password.
- Select Send Email.