Organization: People - External Collaborators
Meet your project’s Little Black Book: the External Collaborators tab!
It’s where you store all the important contacts outside your own team — consultants, owners, general contractors, etc.
Since in this industry, you tend to run into the same familiar faces again and again, this tab works like a reusable contact list. Add them once, and they’re ready to be pulled into any project without the data-entry déjà vu.
If you're looking to add prime consultant members, jump to this help doc! Prime consultant contacts are considered members in Part3, not external collaborators! 🙌
Adding New Companies
Step 1: Click the blue '+ Company' button.
Step 2: Populate the company information
Step 3: Once the form is populated, click 'Add to directory'.
💡 Hot Tip: Add companies before adding contacts! This way, you can link each contact to the right company from the start — no backtracking needed!
Adding Contacts
Step 1: Click the blue '+ Contact' button.
Step 2: Populate the individual's information and select their company from the dropdown list.
Step 3: Once the information is populated click 'Add to directory'.
💡 Hot Tip: Save yourself some manual work! Use the blue Import button to upload a .csv file and bulk import your contacts and companies in one go!
Managing Contact and Company Settings
You can update the user settings at any time by clicking the ⚙️ gear icon to the right of the company or contact.
Contacts: By selecting the ⚙️ next to a contact you can:
- edit contact
- view projects
- invite them as a member to your own organization (as a paid seat)
- archive (deletes the contact permanently)
Note: Change in email address? No problem! All active Part3 users can update their email address at their Account Settings.
Companies: By selecting the ⚙️ next to a company you can:
- edit company (logo, contact information)
- archive (deletes the company permanently)
As always, if you have any questions or see an issue with this document, please contact us at support@part3.io