...
He will need to set up his account. Here's what he'll see:
- The invitation email
- The register account form
- The account activation email (Only required when signing up with a different email than the one the invitation was sent to)
- Done, the subcontractor is redirected to your project's files.
If the subcontractor already has an account for his company:
- He will be taken directly to your project files if he's already logged in on his current computer. This is the most frequent scenario by far.
- If not, he will be asked to login to ConstructBuy, which he can do if he has access to his company's account.
- If not, he will have to request a user account to his administrator using the following process:
(This happens when an invitation is sent to a different employee than the one who first signed-up for that company)- Click on "No, I am a new user" and the "Request user accountLogin" link button in the login form
- Answer "Yes" to the "Are you an employee of Joe Construction?" question
- Send the user account request form
- Administrator receives user account request by email and creates the user account.
- The new user receives a welcome email and can then access your project from his portal, or by clicking the link in your original invitation again.
- Click on "No, I am a new user" and the "Request user accountLogin" link button in the login form