You will need to do the following to setup a Partner User.
Seach for the Subcontractor Company in e-manageONE and make them a Partner User.
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| Note |
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Please reach out to e-manage|ONE Support here to purchase Partner/Subcontractor licenses prior to completing the steps below. |
Locate the Subcontractor Company:
Navigate to e-manageONE and search for the specific Subcontractor Company.
Once found, ensure to mark the 'Installation Subcontractor' checkbox.
Create a New User:
Access the e-manageONE Administrator panel. Note: You
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must have Administrator
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privileges to perform this action.
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Proceed to create a new user account.
For the Username and Password
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, consider using the Company
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's name for both fields for consistency.
Make sure to select the 'Subcontractor' checkbox.
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Select the Subcontract company from the dropdown list. The list only shows companies that are subcontractors.
Assign the Company:
From the dropdown menu, select the appropriate Subcontractor Company.
Note: This dropdown list exclusively features companies classified as subcontractors.
