There are a couple of ways to include subcontractors in the Workflow; in most cases, it all depends on the period of time the contractor should have access to Fluix. Let’s check both of the scenarios below:
1. Subcontractor needs one-time access to Fluix:
This can be achieved using the External User functionality.
Who are External Users?
External users are individuals who don’t have Fluix accounts but can participate in the workflow. You can send them documents to:
- Collect signatures.
- Fill out specific sections of a form.
- Exchange supporting documents.
How subcontractors can participate:
1.1 Initiating the process:
Subcontractors can start the process in Fluix by scanning a QR code or clicking a link generated by the account admin when setting up the Taskstream.
1.2 Joining mid-process:
They can receive the document via SMS or email and complete their assigned tasks later in the workflow.
For step-by-step instructions on setting up External/Guest Users, refer to our guide on How to Create Guest Tasks to Collaborate with Non-Fluix Users.
2. Subcontractors need regular access to Fluix to work on the documents for the project:
In such cases, it is recommended that subcontractors be added as regular users of Fluix and organized into the respective groups that will participate in the workflow. To learn more about participants in Fluix Tasks, check this article.
Feel free to contact us at support@fluix.io if you have any questions or comments.