Adding an LSP
Go to Users > LSPs.
Select the Add LSP button to open a dialog window.
Enter the subcontractor’s:
company name.
contact name.
email address.
Optionally add:
an additional address.
more contact details.
choose a user to be a Dummy user for cost generation.
Optionally assign a Project Manager and decide which details of the Contractor PM you want to share with your subcontractors:
Project Manager– a person assigned to manage all the projects created on the LSP account. If this field is left blank, then all Project Managers will get emails about a given project.
Display Contractor PM details on LSP’s account– show details of the PM who manages a project on the contractor’s side. If the contractor PM changes, the change will not be updated on the LSP instance.
Contractor PM details – choose which details to share:
Username
User ID
First and last name
Initials
Select Add.