2. Click on the menu in the top left
3. Click on "Contacts"
4. Click on "External collaborators, subcontractors, vendors"
5. Click on the button that reads "Add collaborator"
6. Click on the dropdown for "what role do they play?"
Here you can select from Vendor, Subcontractor, Service provider, Outside designer, Outside general contractor, or Receiver
Here is also where you will add in all of the relevant information for this contact. Note that each contact card can only store one person's information. Multiple email addresses, phone numbers, etc. cannot be added to a single card.
7. Click on "Save"
To edit a contact's information, click the pencil icon next to their name, update the information as needed, and click Save.
Now you can add these collaborators in various places throughout the platform including on your project timeline or in the vendor fields on products.
Have questions? Chat us from your project dashboard or email support at hello@materio.co