Collaboration
Involving everyone needed, with the information they need, to make a project succeed.
By Thomas and 1 other2 authors15 articles
- Control if clients see Product Sources and Vendor Info
- Control if clients can see the Timeline
- Adding an individual external collaborator or vendor contact
- How to preview a client's view before inviting them, edit their permissions, and "view as" as a client
- 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
- Creating and sending live links and QR codes
- Exporting Contacts
- Creating a finish schedule