Grant a subbie pass
Let one person from another company manage your jobs, and bring their own groups with them.
A subbie pass lets one contact from another company manage the jobs you host. They can edit those jobs, invite people, change crew roles, and copy a group onto the crew. The pass does not use a team seat, and it does not make them Staff.
Each person can hold one active pass for your organisation. The pass covers all of your jobs until you revoke it.
Use one when a subcontractor runs work across your sites and should add their own people, without you retyping that crew on every job. They copy a group that belongs to their company. That copy includes the people in their group, including contacts outside their organisation, and sends each person the usual job invite. Your groups stay yours. They cannot copy a group that belongs to you.
- Open Contacts and invite the person, or add them from a crew. They accept and choose the company they represent.
- On their row, open the menu and choose Grant subbie pass. The row shows a Subbie pass badge. Filter the list with Subbie pass to see holders.
- If Grant is dimmed, the organisation needs Silver or Gold. Bronze and Free have no subbie passes.
The pass lets them manage. It does not put them on a crew by itself, and it does not open your Documents. Documents stays inside your organisation. Share documents.
What happens next
Revoke the pass from Contacts when they should stop managing. Anyone already marked Manager stays on the crew, and the row says Needs Bronze or a subbie pass. Their managing actions stop until they have Bronze on their own company, or you grant the pass again.