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The Sub & Vendor portal gives your subs and vendors one place to get shared files, assigned work, messages, and bids on a project, with no app or account.

How the Sub & Vendor portal works

Add a sub or vendor to a project's Sub & Vendor portal, send the invite by email and text, resend or cancel it, and read each status.

How to invite a sub or vendor to the Sub & Vendor portal

Revoke a sub's access to keep their history and restore it later, or remove the vendor from the project to delete their shares and message threads.

How to revoke or remove Sub & Vendor portal access

Handoff Support

Invite subcontractors and vendors and manage their access.

Portal Setup & Invitations

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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