"Vendor View” allows vendors and contractors to be assigned work and have a limited view of Happy Asset to facilitate their work and communicate with the team.

Project Managers will be able to:

  • Assign work to vendors for construction scope
  • @Tag and share information with vendors in conversations for projects they’ve been added to

Vendors will be able to:

  • View a list of projects assigned to them
  • View project titles and the construction scope details for tasks assigned to them
  • Mark a construction scope complete
  • Attach files to construction scope items
  • Communicate with teams via Conversations, including attaching photos and documents.

Access to data in Happy Asset will be restricted.

How to Add a Vendor to a Project

  • Go to the relevant project page
  • Open Conversations via the speech bubble icon on the top right of your screen
  • Click/tap the button “Add Collaborator”
  • If the vendor has already been added to another project:
    • Select the “Existing collaborator” option.
    • Select the vendor from the dropdown list.
    • Click/tap the “Save” button.
  • If the vendor has not been added:
    • Select the “New Collaborator” option.
    • Enter details of the vendor.
    • Click/tap the “Save” button.

How Does a Vendor Access a Project

When a vendor is assigned a construction scope, they will receive a link via email to access the Happy Asset. This will allow access for 7 days. After this time, they will need to re-enter Happy Asset via the same link in the email.

Email Notifications

Vendors will receive email notifications when they are:

  • Assigned a construction scope (this includes the link to login).
  • @Tagged in a conversation

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