Portal Setup & Invitations
Invite subcontractors and vendors and manage their access.
By Handoff1 author3 articles
- How the Sub & Vendor portal worksThe 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 to invite a sub or vendor to the Sub & Vendor portalAdd 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 revoke or remove Sub & Vendor portal accessRevoke 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.