Send TeamLink portal login information

1. Go to Projects and select the appropriate project from the list.

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

3. Select Actions > Send TeamLink Invitation.
4. In the dialog, select the Template from the dropdown and then select Ok.
5. Optionally, use the Company Filter to filter the recipients by company.
6. Select the appropriate security role from the Role Filter dropdown.
7. Select the contacts that require TeamLink portal login information from the list.
8. 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.
9. Optionally, update the Subject and Body as needed.
10. Select Send Email.