A RedTeam Flex user who has activated TeamPlayer within their database can invite vendors to use TeamPlayer by emailing an enabled Subcontract Agreement or Purchase Order to the Vendor.
For information on how to activate TeamPlayer within your RedTeam Flex database, click HERE
When both the Commitment form and the Vendor profile have been enabled for use with TeamPlayer the emailed Commitment will automatically include an invitation to sign up and start using TeamPlayer. For more information on how to enable either your commitment forms or your vendors, see the articles below:
Once you have completed the above setup steps, you will begin to see a TeamPlayer column in the Buyout tab of your projects. each commitment will show a different status according to the configuration assigned. Here is a brief description of what each status means:
Dash "-":
This Commitment cannot be sent via TeamPlayer. Either the vendor or the commitment form are NOT enabled for use with TeamPlayer
Eligible:
This Commitment can be sent via TeamPlayer. Once emailed, the vendor will be able to set up an account (or login to an existing account) in TeamPlayer to view the commitment. If your company has a subscription for upgraded TeamPlayer features, the vendor will also be able to submit billings via TeamPlayer.Sent (Invited):
This commitment has been emailed to a vendor, but they do not yet have a TeamPlayer account. Once the vendor completes the SignUp process, they will be able to view the commitment in their TeamPlayer portal. If your company has a subscription for upgraded TeamPlayer features, the vendor will also be able to submit billings via TeamPlayer.Sent:
This commitment ahs been emailed to the vendor and the vendor is already registered in TeamPlayer. The vendor should be able to see the commitment by logging into their TeamPlayer Portal. If your company has a subscription for upgraded TeamPlayer features, the vendor will also be able to submit billings via TeamPlayer.
Emailing Commitments to Vendors via TeamPlayer
Make sure the Commitment has the flag Eligible in the TeamPlayer column of your Buyout Tab, then follow the steps below:
Click the View icon on the Buyout Tab. (blue document icon)
Click the Email button in the top right corner.
3. Select the desired recipients by clicking on the To/Cc fields of the email form.
4. Click the Send button to send the email to the selected contacts.
5. The email will include links to view the commitment form in TeamPlayer, or create a new TeamPlayer account in order to view it in the TeamPlayer portal.
