TeamLink Portal overview
Sage Construction Management users can collaborate with outside team members such as customers and vendors using the TeamLink Portal. This portal will greatly reduce phone calls and emails from outside team members by giving them access to project details on an as needed basis. In addition, customers will feel at ease that communication tools are in place to reduce delays and improve project execution.
Important things to know
- The TeamLink Portal is free and can be accessed by any browser.
- The TeamLink Portal cannot be used by your internal employees.
- The TeamLink Portal has two authentication systems, but Method 2 can be used only for projects.
- Leads: Authentication Method 1 Only
- Projects: Authentication Method 1 and 2
- RFP Packages, Pricing Requests for CPRs, Correspondence, and Documentation records that are locked in Sage Construction Management cannot be modified in the portal by outside team members. Thus, the team member's original response will be read only if the record has been locked.
Authentication systems
The TeamLink Portal provides two authentication systems: one for accessing a particular Lead or Project record, and the other to access project information based on the assigned TeamLink Security role.
Authentication system comparison:
| Role/Feature | Authentication Method 1 | Authentication Method 2 |
| Sage Construction Management Subscriber | ||
| Implementation | Very Easy | Takes a few more steps |
| Applicable To | Leads and Projects | Projects Only |
| Controls/User Security Roles | None Needed | Security Roles Not Applicable | Granular Control | Customizable Security Roles |
| TeamLink Role Required | No | Not Applicable | Yes |
| Add External Collaborator to Project Directory | Required | Required |
| External Project Team Collaborator (ex. Client, Architect or Vendor) | ||
| Access Method | Hyperlink provides direct access to Lead/Project Record | Hyperlink, Username and Password |
| Available Information | Only Lead/Project Record | All Referenced Records and All Projects (if access granted) |
| View Other Projects | No | Yes (If referenced in Project Directory and assigned TeamLink Role) |
| Can Respond to Record (ex. RFI # 003) | Yes | Yes |
| Add New Records | Transactions | None | Several |