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.
...
...
| Note |
|---|
Please reach out to e-manage|ONE Support here to purchase Partner/Subcontractor licenses prior to completing the steps below. This license will ONLY allow access to the Partner app and they will not have access to the Desktop app. |
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
...
must have Administrator
...
privileges to perform this action.
...
Proceed to create a new user account.
For the Username and Password
...
, consider using the Company
...
's name for both fields for consistency.
Make sure to select the 'Subcontractor' checkbox.
...
...
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.
Subcontractor Assignment Visibility
You can see the Subcontractor/Partner assigned to the User within the User Management Grid
| Note |
|---|
You cannot change the Subcontractor the Partner User is assigned to once it is created. If you need to make an adjustment, you will need to disable the user and re-create. |