Understand Global Directory and Project Team

Choose the Global Directory or Project Team based on where you need the change to apply.

Best for: Anyone deciding where to add or maintain a company or person · Outcome: The record is changed at the correct scope.

Use Global Directory to:

• Add a company to your organization's shared company list.
• Add internal people to your organization.
• Add external people to a directory company.
• Maintain company details, trades, logos, compliance information, insurance, notes, and contacts where those blocks are available.
• Maintain a person's profile, company or organization role, job title, notes, and status.

Use Team in the project navigation to open the dedicated Project Team page. It is separate from Dashboard, which focuses on project status and work summaries. Use Project Team to:

• Add a Client, Consultant, Subcontractor, or organization team member to one project.
• Select which people from those organizations participate.
• Grant project access and send project invitation emails.
• Remove a person or company from one project.
• Review Bidders when you have Bid Management access.

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