Create a subcontractorCreate 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 subcontractorWhen a user has the status of subcontractor, he does not have the possibility of:
- Using tags (see article Tags)
- To use the possibility of filtering (see article How to use tag in Synchroteam)
- 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
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.