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Subcontractors and Contacts

This is where you manage all the subcontractor companies (Subcompanies) you work with on your project and the individuals (Contacts) associated with these companies or independently related to the project.

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Accessing the Page

1

Go to Project Settings

While inside the relevant project, click the Project Settings (office-building-cog-outline) icon in the left menu.
2

Open the Subcompanies Tab

Click the Subcompanies (domain) tab in the top menu.

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Management Areas

There are two tabs at the top of the page:
This tab lists all subcontractor companies associated with your project.
  • Add New Company: You can add a new subcontractor company by clicking the blue button in the top right.
  • Company List: Lists existing companies. You can view and edit a company’s details by clicking on its name.
  • Inactive Companies: You can view and restore archived companies by clicking the Inactive (delete-outline) button in the top right.
This tab keeps a list of all individuals related to your project.
  • Add New Contact: You can add a new person by clicking the blue button in the top right.
  • Contact List: Lists existing contacts. You can view and edit a person’s information by clicking on their name.

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Important Notes

Managing subcontractors and contacts (creating, editing, deleting) is restricted to users with high-level roles such as Project Manager.
People added to the Contacts section are not registered as users in the system. This section functions only as an address book, and these individuals do not have login access. To grant a person access to the system, you must use the Team Management section.