TeamLink Portal

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Create T&M Users as Contractor, not Employee

Goal: have contractors and/or contract 'employees' record hours directly in SCM. Solution: Allow creation of T&M user accounts as contractors, not just employees. These user accounts would have the same functionality as vendors with 'track tim...

John Drinkwater over 1 year ago in Labor Timecards / Teamlink User Roles / User Security Roles 6 Future consideration

7 VOTE

Vendors to see photos grouped together without creating their own Sage account.

When my vendors click on Teamlink they do not see the photos in groups/albums as we have uploaded them. They see them has individual files all together. We would like the albums to show when they click on Teamlink so the hundreds of photos do not ...

Guest over 1 year ago in Photos / Teamlink Portal (General) 1 Already exists

3 VOTE

Default to "Not Show in Portal" all files uploaded in the TeamLink Portal by Respondents

It seems like it should be the default, or at least there should be a system setting for the default to NOT "Show in Portal" all "Files Uploaded in the TeamLink Portal by Respondents". We have yet to fully utilize the teamlink functionality; howev...

Carl Lyles 10 months ago in Linked Files (Projects) / TeamLink Portal 0 Future consideration

4 VOTE

Copy a role to create a new role in TeamLink Portal Settings

When creating a new role in Teamlink Portal Settings, would like the ability to copy a role so that all we have to do is add or remove items instead of creating from scratch.

Guest about 1 year ago in TeamLink Portal 0 Future consideration

3 VOTE

Have project to dos assigned to company show up for all users in their multi-project calendar

Based on support ticket I submitted - photos for extra context available here : #29521 I can create project to dos that are assigned to my own company via the teamlink option, and this will make it so that those project to dos show up in the emplo...

Sean Coffman 12 months ago in Alerts and Calendars / Project To Do / Teamlink Portal (General) / Teamlink User Roles 3 Future consideration

3 VOTE

Download All Sub Invoice Pencil Draws At One Time

We are needing the ability to download all sub invoice pencil draws that the GC created at one time in order to genterate a pay app package for the bank. It is currently taking to long to go into each sub invoice and generate report and download t...

Guest about 1 year ago in Drawings / Linked Files (Projects) / Subcontract Invoices / Teamlink Portal (General) 0 Future consideration

4 VOTE

Add Team Link Portal Information to Contact Upload Template

Add fields for Team Link Information to the Contact Upload Template so that we do not have to do it manually.

Meredeth Dotson over 1 year ago in TeamLink Portal 5 Future consideration

1 VOTE

Subcontractor Daily Report

Many requests for subs to be able to upload and/or submit their own daily reports to the GC. Upload through the portal maybe?

Sue Parker 5 months ago in Daily Log (Daily Report) / Teamlink Portal (General) 0 Future consideration

4 VOTE

Vendors Self Help - forgot/reset password

It would be helpful if vendors could retrieve and reset thier passwords without contacting us

Aimee Boehm over 1 year ago in TeamLink Portal 1 Already exists

3 VOTE

Ability for a project admin or other user to receive notification when a team link portal user pushes something over to project

No description provided

John Masterson about 1 year ago in TeamLink Portal 0 Future consideration

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