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TeamLink Portal

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Delete or Modify Default Teamlink Security Roles

Default Teamlink Security roles cannot be renamed or deleted? Users should be able to Delete, or if not, at least rename the default roles because they cannot be changed; Changes to default Teamlink Security roles cannot be saved. So if someone wa...
Guest 2 days ago in Teamlink User Roles 0 Needs review

Add assigned members of the project team on the home screen

Add our assigned team members of the project team on the home screen of the project in both SCM and TeamLink. This will be helpful to have a quick access for who they should reach out to. Superintendent, Architect, Project Manager, Interior Design...
Amery Scott 2 months ago in Project Groups / Projects (Active and Inactive) / Teamlink Portal (General) / UI User Interface Enhancements 2 Future consideration

Access Team Link on Sage CM Mobile

Allow external team to access team link portal using sage cm mobile
Blesson Mannil 12 months ago in Mobile - Android / Mobile - Apple / Teamlink Portal (General) 0 Future consideration

RFI Responses in Team Link

Some RFIs have multiple back and forth questions and answers relating to one topic. In Team Link, Architects/Engineers have the ability to go back in and edit responses. This is not ideal for tracking the project record. If a Architect has respond...
Genevieve E 7 months ago in RFI / Submittals / Teamlink Portal (General) / Teamlink User Roles 8 Future consideration

Improved Accessibility of RFI and Submittals for Entire Project

In our World, it is important that the entire project team (all vendors) are able to see all of the projects RFI's in the portal. A lot lot of the times, other trades that are not the originator or respondent are affected by an RFI answer, so they...
Guest about 1 year ago in RFI / Submittals / Teamlink Portal (General) / User Properties 1 Already exists

Automatic Reminders for overdue items requested from Subs/Vendors/Clients/Architects

It would be nice for Sage to send out auto reminders to vendors that for example, a submittal was due yesterday, and then again the next day until it is marked in the system. I know you can run a report to see whats open and manually send a remind...
Aimee Boehm about 1 year ago in Alerts and Calendars / New Email Features & Email Browsing / Teamlink Portal (General) 1 Future consideration

TeamLink Info For New Contact

When adding a new contact in the directory, the external user box is already selected under TeamLink Information, but the username auto populates to my first name and you cannot change it in the window. You have to save and go back in and edit it ...
Genevieve E 6 months ago in Contacts / Teamlink Portal (General) 0 Future consideration

External User Audit Log

Create a log similar to the existing Audit log, but to track external users. Primary intent would be to see which external users have successfully got setup and accessed TeamLink Portal. Much more efficient way to know which contacts would need fo...
Logan Strouse 7 months ago in TeamLink Portal / UI User Interface Enhancements 0 Future consideration

Alert-New Insurance Cert Uploaded via Portal

Would like an alert to be triggered when a sub uploads a new insurance certificate and/or license via the Teamlink portal so the user knows this has happened and can review it.
Sue Parker about 1 year ago in Alerts and Calendars / New Email Features & Email Browsing / Teamlink Portal (General) 0 Future consideration

Granting Project Access by Adding Company Contact to Project Directory

In lieu of having to add a project to a User in the Company Settings, it would be useful to have any user be granted access to a project if their corresponding Company Contact was added to the project directory.
Adam Clark over 1 year ago in Contacts / Project Directory / Teamlink Portal (General) 1 Future consideration