Access this demo here.
A project's 'People' sub-tab is where we decide which contractors will have access to a given project - but before we can give them access here, we need to ensure we've added them to our system via the 'Contractors/Contacts' button - and that's what we're going to look at now.
TIP: If you are ever concerned about what your contractors can see in your projects, follow these steps to add yourself as a 'dummy' contractor to your branch and project, and then login in as the contractor to see what is visible to contractors.
NOTE: Contractors vs Suppliers
The term ‘Contractor’ in RAVE, is used to describe those sub-trades and suppliers who need a RAVE login to access your projects, schedules, and documents in RAVE. As opposed to 'Suppliers' who provide quote information only, these 'Suppliers' do not need to log in to RAVE to access the project details, and therefore do not need a RAVE login.
The Contractors/Contacts Page
Clicking on the 'Contractors/Contacts' button, takes us to the 'Contractors/Contacts/Staff Users/Site Staff/Magers' page - and defaults to the Contractors sub-tab.
Contractors List + Last Login explanation
The Contractors sub-tab displays the Contractors List, with your contractors listed down the page, across the page we display their name (First and Last if loaded), their notification email (top) and their login username email (bottom), their license building practitioner number and license expiry if loaded, their primary contact number, their trade type, their company or business name, and their last login - which is handy to see when they last logged in or if they've ever logged in at all. This is an easy way to see how active your trades are within RAVE.
The show, Resend Invite, and Remove (a contractor) action buttons + explanation
To the right of each entry, we have the ‘Show’ button to open up and update a contractors profile. Also a dropdown menu including a ‘Resend invite’ option, which is available until they've logged into RAVE, and ‘Remove’ which allows you to delete a contractor from your branch. The remove option is only available to those with the Branch Owner permission.
NOTE: Removing contractors from here doesn't delete their contractor profile within RAVE, but it does instantly remove them from your branch. This will also remove them from all projects, and subsequently any project checklists, and tasks they've been given access to.
Each of these fields are searchable by the search button (to the top right of the list), and you can print and/or export your contractors list as a CSV file as required.
Contacts
The ‘Contacts’ sub-tab is primarily used by our maintenance clients, this is where you would load tenants and their contact details if you do a lot of maintenance work.
Staff Users
The ‘Staff Users’ sub-tab contains your primary branch users of RAVE, either your branch owner and management team, or your sales, admin, and project management staff.
Site Managers/Site Staff
The ‘Site Staff/Site Managers’ sub-tab is where we add users that don't need the same level of permissions as your branch users, but require a higher level of access to your jobs than your contractors and suppliers.
A great example here is if your lead contract builder is also your project manager or foreman, you can set them up as a Site Manager to have greater visibility of the schedule, with the option of giving them more control of the schedule if required.
We discuss the Site Manager vs Site Staff vs Contractor user permissions in this ‘Site Manager and Site Staff user groups’ blog.