如何在综合财务管理中共享对合同室的访问权限?
注意
本常见问题中的信息特定于 Procore 中的综合财务管理产品。背景
If you are a vendor who has access to a Contract Room in Procore's Portfolio Financials product, you might want to share access with a relevant team member. The Project Team who owns the account in Procore decides who to share the awarded contract with, and Procore is not able to provide access for any members. However, you can add a colleague to the Contract Room if necessary.
答案
Follow the steps below to grant a colleague access to the Contract Room using the Teams tab.
- 点击团队。
- 点击供应商团队标签页。
- 点击添加供应商团队联系人。
- 输入新联系人的信息。
- 点击添加。