What are Affiliate Accounts?
Affiliate accounts are when one organization creates a job in vWork and then passes parts of that job to another organization that also uses vWork to complete.
- Jobs created as affiliate jobs can be passed to as many subcontractors, who also use vWork, as you require to complete the job.
- Once the job is complete it is recorded in all affiliate accounts.
- As the source account, you set the permissions of your subcontractors.
How do I set up Affiliate accounts?
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- Go to Settings > Integrations> Affiliates > Create Affiliate
- Choose your affiliate's job permissions as in the picture below.
- Add the subcontractor vWork email and other details (the email must be registered in their vWork account)
- Click Send Invite
Affiliate Account Permission Options | |
Can view the invoice | This will enable the affiliated account to view any part of the invoice for the job. |
Can edit the planned start time. | This allows the affiliated account to set a different start time and date for the job (job step one). |
Can edit invoice quantities | This enables the affiliated account to edit invoice amounts on the job, say number of hours or parts of previously added items. |
Can view hidden custom fields | The original job may have hidden custom fields, this allows the affiliated account to see these. |
Can view the customer | This determines whether the affiliated account sees the name of the actual end customer or the name of the source account as the job customer. |
Can edit read only custom fields | This setting allows the affiliated account to edit read only job fields. |
Next Steps
Read the detailed article on Setting up Affiliate Accounts in vWork.