TeamLink Portal overview
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Sage Construction Management users can collaborate seamlessly with external team members, such as customers and vendors, using the TeamLink Portal. This centralized portal significantly reduces the need for phone calls and emails by providing external team members with controlled, on-demand access to relevant project details. Additionally, customers gain confidence knowing that structured communication tools are in place to minimize delays and enhance project execution.
About the TeamLink Portal
- The TeamLink Portal is free and can be accessed through all browsers.
- Internal employees cannot used the TeamLink Portal.
- The TeamLink Portal uses two authentication methods. Both methods can be used for projects, but only one of them can be used for leads.
- External team members cannot modify through the portal request for pricing (RFP) packages, pricing requests for CPRs, correspondence, and documentation records that are locked in Sage Construction Management. This means that after a record is locked, the team member's original response will be read-only.
- For leads, to enable bidders to view details for invitation to bids (ITBs) through the TeamLink Portal, the Show In Portal option must be selected when creating the lead. Alternatively, this option can be selected in the Lead Home page.
Authentication methods
The TeamLink Portal provides the following authentication methods, one and another to e.
- To provide access to a particular lead or project record, use the authentication method 1.
- To access project information based on the assigned TeamLink security role, use the advanced authentication method 2.
Comparison of the authentication methods
| Role/Feature | Authentication method 1 | Authentication method 2 |
| Sage Construction Management subscriber | ||
| Implementation | Easy | Needs additional steps |
| Applicable to | Leads and projects | Projects only |
| Controls/User security roles | Security roles are not applicable | Granular control through customizable security roles |
| TeamLink Role Required | Not applicable | Yes |
| Add external collaborator to the lead or project directory | Required | Required |
| External project team collaborator | ||
| Access method | Hyperlink provides direct access to the lead or project record | Log in to the portal using a username and password |
| Available information | Only lead or project record | All referenced records and access to all projects where access has been granted |
| View other projects | No | Yes, if referenced in the project directory and has an assigned TeamLink role |
| Can respond to record | Yes | Yes |
| Add new records or transactions | None | Several |