To add new companies and users, go to Companies page from the Project Menu on the left.
Adding a new Company
The companies page shows all the companies in the project from Client and Main Contractor to Subcontractors and Consultants. To add a new company click the Add New button based on the type of company that you want to add.
Say, you want to add a new Sub Contractor company involved in your project, click Add New besides the Sub Contractor section in the page.
You will be asked to add the Name, UEN (Unique Entity Number), Work, Trade, Country, and Website (Optional) of the company. After adding the necessary information, click Save Company.
Keep in mind that Work and Trade options will be disabled for the Client and Main Contractor companies, and Trade option is disabled for Consultant companies.
Adding a new user
After adding a company, click on the Company name to access the company information. To add a new user, click on the Add New User button on the top right corner.
A new user pop-up window will appear. Provide the user's full name, email address, phone number, and the desired role in the project. After adding the necessary details, click Invite to project to add the user into the project.
Note:
Clicking Add Lean Station Consultant will create a Lean Station consultant company, with the user called Lean Station Consultant with Lean Consultant user role. This will allow Lean Station to better access the project for customer support and troubleshooting.
To learn about User Roles and their different functionalities, read 2.5. User Roles.