"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