Vendor View lets vendors and contractors be assigned work in Happy Asset, with a limited view of the product to carry out that work and communicate with the team.
Use it when an outside vendor or contractor needs to work through construction scope on a project and talk with your team in Conversations.
In this article
What project managers can do with Vendor View
- Assign work to vendors for construction scope
- @Tag and share information with vendors in Conversations for projects they have been added to
What vendors and contractors can do
- View a list of projects assigned to them
- View project titles and 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
Vendor access is restricted
Access to data in Happy Asset is restricted for vendors.
Add a vendor or contractor to a project in Happy Asset
Open the project
Go to the relevant project page.
Open Conversations
Select the speech bubble icon at the top right of your screen.
Add a collaborator
Click or tap Add Collaborator.
Choose the vendor
If the vendor has already been added to another project, select the Existing collaborator option, then pick the vendor from the dropdown list. Otherwise, select the New Collaborator option and enter the vendor's details.
Save
Click or tap Save.
How a vendor signs in and accesses a project
When a vendor is assigned a construction scope, they receive a link by email to access Happy Asset. The link gives access for 7 days.
After 7 days
Once the 7 days are up, the vendor re-enters Happy Asset using the same link in the email.
Vendor email notifications
Vendors receive email notifications when they are:
- Assigned a construction scope (this email includes the sign-in link)
- @Tagged in a conversation