Send TeamLink Portal login information
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Go to Projects and select the 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,
- Optional: Use the Company Filter to filter the recipients by company.
- Select the recipients' security role from the Role Filter dropdown.
- Select the contacts that require a TeamLink Portal login from the list.
- Enter the Email address and Username as needed.If a contact does not have a username, Sage Construction Management will set the username to their email address and the password will be auto-generated.
- Select Send Email.