All Collections
Collaboration
Involving everyone needed, with the information they need, to make a project succeed.
Control if clients see Product Sources and Vendor Info
Control if clients can see the Timeline
Sharing view-only links with certain scope and floor plans
Adding a contact
How to preview a client's view before inviting them, edit their permissions, and "view as" as a client
How to Export a Scope of Work
Invite an external collaborator to your project in Materio
How to print a project's scope of work
Client portal
How to add an employee to your Materio account
Employee permission levels
How to remove a team member, client, or external collaborator from an account
How to add selections to a change order
Creating a QR code for a specific category