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Management of subcontractors

Last Updated: Nov 03, 2017 06:54PM CET
Synchroteam allows you to manage subcontractors to whom you can delegate Jobs. Subcontractors have access to the Synchroteam platform limited to the Jobs and Customers that you have assigned them.

Create a subcontractor

Create or select the user.
In case the user has already been created, please select the User (1) then click on "Edit" (2)



Find your user, click on his name (1) then on "Edit" in the dropdown menu (2)



In the subcontractor field, select "Yes" from the drop-down list (1)
Click "Save" (2)



Your user is now a "subcontractor" in Synchroteam.

Differences in the status of subcontractor

When a user has the status of subcontractor, he does not have the possibility of: It is strongly recommended to associate the notion of subcontractor with the notion of Group (see Team management) and the notion of Tag.

Example:
  • I created a global tag named "subcontractor"
  • I created a group in which I add my subcontractor
  • I apply the tag "subcontractor" to this group
From then on, the subcontractor can work in Synchroteam only with customers who have also assigned the tag "subcontractor".

Also, each new client created by the subcontractor will also be assigned the Tag.

Your data is then properly compartmentalized between your internal teams and your subcontractors.
 

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