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People and portals

Invite a teammate, add a contractor, and share only what each person needs.

2 tutorials

Published in People and portals

Invite a teammate with a role.People and portals

Invite a teammate and set a role

Invite a teammate by email and choose Admin, Member, or Viewer.

Read tutorial Add a company to the directory.People and portals

Add a contractor or vendor

Add a contractor, vendor, or other partner to the company directory.

Read tutorial