Open the project's details page to manage the companies involved and their permissions.
Open Project Details
Open the project's details page to manage the companies involved and their permissions.
Add a Company
Click 'Add company' to open the party invitation dialog.
Choose Invitation Method
Select 'Invite by link' since this contractor company isn't in the system yet.
Specify Company Role
Set the role to 'Contractor.'
Select Invitation Delivery Method
Move to the email field to specify who the invitation is for.
Access Email Input Field
Click into the email input field.
Enter Invitee Email Address
Type the contractor's email address.
Select Entered Email Address
Confirm the email address entered is correct.
Generate Invitation Link
Click 'Generate invite link' to create the invitation.
Copy Invitation Link
Copy the generated link. No email is sent automatically, so it must be shared with the contractor manually.