Overview
To add a new subcontractor or supplier, navigate to Contacts > Supplier or Sub and click 
or 
. A side pop-up will appear to enter the business contact details.
Select the new company from the list of Suppliers or Subs. Then navigate to the Supplier Contacts tab. And choose 
Enter in the relevant information, First Name and Role are the required fields. If you would like this contact to have access to log into JACK to view relevant project information you can Enable Portal Access. This will send an invite for the contact to join.
ℹ️ To resend the invite or revoke access, simply select the contact and choose the appropriate option on the Details tab. Once enabled, the supplier or contractor can view their assigned jobs and manage portal access for their staff.
Roles and Access
You can customize what each contact can see on their subcontractor portal, even down to individual staff members for each supplier or contractor. For example, some contractors may want their staff to view job schedules but not purchase orders.
To adjust access permissions, navigate to Contacts > Supplier/Contractor > select the relevant Supplier/Contractor > Contacts > select the Contact > Access Permissions. From there, use the tick-boxes to set read/write permissions as needed and Save Changes.
Role Options:
Admin- Will have access to all permissions listed.
User- Has limited access and customizable permissions.