Change the password of a TeamLink user
Set or update the TeamLink portal login credentials through the Contact Management module
- Go to Contact Management.
- Select the Contacts tab.
- Optionally, use the Search field to filter the list.
- Optionally, use the Filters as needed to filter the contacts list.
- Select the Display Name of the appropriate contact record to view the profile.
- Select Edit.
- Select the TeamLink tab.
- Select the External User option, if it is not already selected.
- Enter a Username or update it as needed.
- Select Validate User to ensure that the username does not already exist in Sage Construction Management.
If it does, a message will inform you that the username is already in use.
- Select Set Password, enter a New Password, and confirm by re-typing it in the Confirm Password field.
- Select Save.
Update the TeamLink portal login credentials through the Project Directory
- Log in to Sage Construction Management as an Administrator.
- Go to Projects and select the appropriate project from the list.
- On the project home page, select Project Directory in the Project Team section.
- Select the appropriate contact name from the list.
- In the contact profile page, select Edit.
- Select the TeamLink tab.
- Select the External User option, if it is not already selected.
- Enter a Username or update it as needed.
- Select Validate User to ensure that the username does not already exist in Sage Construction Management.
If it does, a message will inform you that the username is already in use.
- Select Set Password, enter a New Password, and confirm by re-typing it in the Confirm Password field.
- Select Save.