Invite Contractors and Vendors

The party who created the project in Linarc is designated as the project owner and can invite other stakeholders, such as the subcontractors, architects, consultants, vendors, etc., to collaborate on the project through Linarc. Once the invited party accepts the invitation, they can access the project from their Linarc account and manage it.

Note: You can invite only those companies who are already added as your vendors at your company level. If the company you want o add is not available in the selection list, contact your company administrator.

Roles and permissions: Only users with roles having permissions 'Create,' 'Invite,' or higher enabled for the Project Directory module can invite new companies.

To invite new companies

• Ensure that you are in the management console ot the project
• Click the app launcher  , select 'Project,' then select 'Directory' on the top.
• Click  and then select 'Companies' > 'Invites' from the options on the left
• Click the '+' button at the top right.

The 'Company Invites' screen shows the list of subcontractors and vendors registered as partners at your company level:

Search and filter options:

• Use the 'Search' box located at the top left to locate a company using any value from the table as search criteria 
• The options at the top right allow you to filter the entries, create nested groups of entries, and manage personalized and customized views of the table. Use the links below to learn more about these:
  • Filter Options in List Views
  • Group and Organize Items in a List View
  • Manage Custom List Views
• Select the subcontractors and vendors you want to add to the project.
• Click 'Invite.'

• Select the role and work type of the invited subcontractors and vendors in the next step.

• Click 'Submit.'

Linarc sends invitations to the selected companies to associate with the project. A project manager or director of the invited subcontractor company reviews your invite, accepts it, and assigns a project manager to your project. See Accept Invitations to Collaborate for more details.

Once they accept the invitations, you can assign work, schedule tasks, add them to document approval workflows, etc. The project manager from the subcontractor company can now access your project on their Linarc project management portal and start working on it.