Organization: People - External Collaborators

The External Collaborators tab is used to populate all companies and users that are not within your organization (Consultants, Owners, General Contractors, etc.)

It is very common for people in the industry to work with repeat companies (ie: Owners, Consultants, General Contractors, etc.), so we have made this area act as a company directory. Instead of filling out all of the company & user information on each project, you can simply select from your organization's directory. 

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'. 

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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'.

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Managing Contact and Company Settings

You can update the user settings at any time by clicking the gear icon on the right of the screen. 

Contacts: You can update their contact, invite them to your own organization as a paid seat, or archive/delete them. Note, email addresses cannot be altered. If a user has a new email address, a new contact will need to be created. 

Companies: You can update company information (logo and contact information) or archive at any time. Note, archiving the company will delete it entirely.