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DescriptionThe Business Directory is a list of all names, addresses and phone numbers that your company does business with. Businesses and contacts listed in the 'Business Directory' can be added to projects. Each company listed under the Business Directory is defined by the following information.Use the Invites tab of My Company to manage project invitations including incoming and outgoing connection requests


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Managing invitations related to my company

Only administrators have the ability to edit their company's information including managing invitations. If you are an administrator, select "Community" on the main menu. In the community area under "My company", click the "View My Company" button. Use the "Invites" tab to manage incoming and outgoing invitations. 

  • Incoming Connection Requests - Lists all projects your company has been invited to. When your company is invited to collaborate on a project with another company, you will see their invitation in this section. Select "Accept" to accept the invitation or select "Decline" to decline the project invitation.
  • Outgoing Connection Requests - Lists all project invitations you have sent to other companies. Use the "Retract" button to retract the project invitation to that company.

Managing invitations on the project level

To send an invitation from within the project, enter the project you would like to send an invitation for. From the Project Administration area, navigate to the 'Invites' section and click "View Project Invites". On the 'Invites' tab of Project Administration, Click the "Send Project Invitation" button. From the send project invites window, check the box for each company you wish to invite to the project. You may also use the search field to find the company name. Verify your selections and click the "Send Project Invites" button. Please reference the Project Invitations section for information on managing invitations from within the project.





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