When third-party collaborators log in they will be greeted with a view of the Open orders base. From here they can access any order, create a new view, and leverage the search bar and global inbox.
From the above view, you have the ability to click on the order and do the following actions:
- Upload files
- Send a message
- Complete a task
- Add a shipment
They will have access across the views depending on what their restrictions are. To create a new view, follow these instructions to favorite and build the views that are most important for your everyday needs.