TeamLink Portal authentication method 2 overview
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TeamLink Portal authentication method 2 provides external team members the ability to view all their assigned project information. This authentication method is based on a username and password system which does not change from project to project.
To determine which information must appear in the TeamLink Portal, Sage Construction Management uses TeamLink security roles. The default TeamLink security roles are Owner, Vendor, and Architect, and they can be set for each company in the project directory. They provide more granular control as a company could be assigned different security roles depending on the project. Although the default security roles cannot be modified, custom roles can be created in Settings > TeamLink Portal.
About the authentication method 2
- TeamLink security roles only apply to projects, not leads.
- TeamLink security roles are set in the project directory.
- When sending the log in information to external team members through email, Sage Construction Management automatically sets the contact's email address as the username and generates a password. These credentials can then be changed manually in the contact profile form.
- The url or hyperlink to access the TeamLink Portal is different from the authentication method 1.
- Vendors that log in to the portal using authentication method 2, are also able to see the active leads under the Bid Opportunities section. They must be referenced on the following
type of records:
- Active lead with the Show in Portal option selected > Invitation To Bid (ITB) Directory.
- Active lead with the Show in Portal option selected > Estimate RFP Package Bidder.
- Active lead with the Show in Portal option selected > Correspondence, such as journals.
Log in information for external team members
- Hyperlink to the TeamLink Portal with the org ID encrypted in the url.
- Username, which defaults to the user's email address.
- Password.
Advantages and disadvantages of authentication method 2
Advantages:
- Hyperlink to the TeamLink Portal can be added to the contractor's website.
- All project information associated with the external team member can be available in the portal, depending on the assigned TeamLink security role.
Disadvantages:
- A few more steps required to implement versus authentication method 1.
Before you begin
Implementation
- Assign a TeamLink security role to the companies in the project directory.
- Send an email with the TeamLink log in information.
- Optionally, add the TeamLink Portal url to the corporate website.