Invite External Contacts to Participate on an Opportunity

You can invite external contacts from other organizations, such as contractors and architects, to participate on an opportunity. External contacts receive an invitation by email with their login details. External users can only access opportunities they are invited to collaborate on. When they access an opportunity, they can view basic enquiry information, download documents, add markup, and upload their own files.

Prerequisites: The external contacts that you want to invite must already be assigned to the opportunity. For information, see Add a Contact to an Opportunity. In addition, contacts must have an email registered in the system to receive the invitation.

To invite external users to participate on an opportunity:

1. Navigate to the opportunity.
   You can search for opportunities in the Activity Zone.
2. On the General tab, under External Organizations and Contacts, click Invite Teamwork Users.
3. On the Invite Teamwork Users screen, select the check box of each contact that you want to invite.
   If a contact displays Yes in the Teamwork User column, it means they have already been invited to participate. You can select these contacts again if you would like to resend the invitation email.
4. Click Invite.

When you invite external contacts to an opportunity, they receive an email with login details and a link to access the opportunity.