What does a third-party collaborator see

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. 

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