Giving your subs and suppliers portal access lets them see their assigned jobs, tasks, schedule items and purchase orders without you having to send them updates. You can also control what each of their staff members can see and do. This article covers enabling portal access and setting access permissions for each contact.
ℹ️ The sub or supplier company needs to be set up in JACK before you can give them portal access. Check out this article Invite a Supplier or Sub to JACK
Enabling Portal Access
Navigate to Contacts.
Click the Suppliers or Subs tab.
Select the supplier or sub company name.
Click the Supplier Contacts or Sub Contacts tab.
Create a new contact or select the contact you want to invite.
Under Portal Access on the Details tab, click Enable Portal Access.
Existing Contact:
Add a new Contact:
💡 You can also reach a contact from the supplier or sub's Details tab by scrolling down to Contacts.
ℹ️ The contact receives an email with a setup link to create their password and finish setting up their account. Check out this article to see how a Sub/Supplier creates their login How to Set Up My Supplier or Sub Portal.
The Portal Access area on the Supplier Contacts or Sub Contacts tab shows each contact's current status:
Disabled: the contact doesn't have portal access.
Invite Sent: the contact has been invited but hasn't finished setting up their account. Select them and click Resend Invitation to send the email again, or Revoke Portal Access to cancel the invitation.
Enabled: the contact has finished setting up their account and can log in. Select them and click Revoke Portal Access to remove their access.
Access Permissions
Access permissions control what each contact can see and do in their portal. For example, a sub might want their staff to see job schedules but not purchase orders.
Each contact has one of two roles:
Admin: the contact has full access, and their permissions can't be changed. They can also add and manage their own staff from their portal, including giving them portal access and setting their access permissions.
User: only Read under Jobs is checked by default. You, or one of the sub or supplier's Admin contacts, can check any other permissions they need.
ℹ️ Because Admin contacts can invite their own staff, it's best to give this role to someone who manages the sub or supplier's team, like the business owner or office manager. Any contacts they add show up on your Supplier Contacts or Sub Contacts tab, and you can manage them like any other contact, including revoking their portal access.
To set a contact's permissions:
Navigate to Contacts.
Click the Suppliers or Subs tab.
Select the supplier or sub.
Click the Supplier Contacts or Sub Contacts tab.
Select the contact.
Click the Access Permissions tab.
Select Admin or User from the Role dropdown.
If you selected User, check the permissions the contact needs.
Click Save Changes.
ℹ️ In Jobs, Dashboard and Safety, checking the top Read box doesn't check the options below it, so check each one the contact needs. Unchecking the top Read box unchecks everything below it.
Permissions Reference
Permissions Reference
Area | Permissions |
Jobs | Read, Read Incidents, Write Incidents, Read JSA, Write JSA, Read Purchase Orders, Read Schedules, Read Change Orders, Read Selections |
Tasks | Read, Write |
Contacts | Read, Write |
Dashboard | Read, Metrics, Schedule Items, Purchase Orders |
Safety | Read, Read Safety Plans, Write Safety Plans, Read Inductions, Read Toolbox Meetings, Write Toolbox Meetings |