How do I link multiple users to the same Company?

External users are only allowed to see financials specifically assigned to their user account. In a case where there may be more than one user at an external partner's company in the project, Site Admin can create a “Company” and link all applicable users on the site to that company. Once the individual users from the same firm/company are associated to the same company profile, these users can all see contract(s) that are assigned to their company and invoice against the contract.

To manage Company profiles:

1. Click the red slider icon on the right-hand side of the page to open Site Admin Settings. 

   Helpful Hint: If you don't see the red slider icon, then you do not have access to make this change. Please check with your Site Admin to get the changes made that you need.

2. Under" "Users / Contacts / Companies", click Manage Companies
3. Click + Company
4. Fill in the required fields, Vendor Number & Company Name, on the Profile tab
5. Enter additional optional information as needed (ex. Address, Phone number, Website, etc.)
6. Click Save in the top-right corner to finalize the changes.
7. Click on additional tabs to enter extra details as needed (ex. Tax Returns, License, Insurance, etc.)
8. Proceed to the next section to associate users with the company.

To manage users associated with a Company:

1. Click the red slider icon on the right-hand side of the page to open Site Admin Settings. 

   Helpful Hint: If you don't see the red slider icon, then you do not have access to make this change. Please check with your Site Admin to get the changes made that you need.

2. Under" "Users / Contacts / Companies", click Manage Companies
3. Select a company where users need to be associated
4. Click the Users/Contacts tab
5. Search and select a user's name in the User field
6. Select the Copy Company Address and/or Copy Vendor Number checkbox.
7. Click Saveto finalize the changes.

   Helpful Hint: Once a user is linked to a company profile, the Company field in the user’s profile becomes non-editable.

8. Repeat Steps 3-7 to associate additional users with a company profile.

   Helpful Hint: Site Admin users can also link individual users to a company by using the Find Company button in user's profile and select to create an association link to that company.