Working with Providers
Providers are companies you work with to manage your buildings, such as systems integrators, controls contractors, or MSIs. Connect a provider and everyone on its team gets the access you choose, without being added to your organization. The provider manages its own people, and you can remove it at any time.
Before You Start
- You need to be an Admin of your organization.
- The provider must already be set up on Novant. Ask them for their organization name if you can’t find it.
Invite a Provider to Your Organization
Use this when a provider should work across all your projects, including new ones.
- Open your organization and select Settings › Providers.
- Click Invite Provider and search for the provider by name.
- Choose a role:
- Admin – the provider’s admins can manage your organization like your own admins, including projects, members, and billing. The rest of its team are Managers on every project.
- Manager, Collaborator, or Viewer – that role on every project.
- Click Invite.
The provider’s admins receive an email invitation. Until one of them accepts, the provider is listed as (pending) on the Providers page.
Invite a Provider to a Single Project
Use this when a provider only works on specific buildings.
- Open the project and select Settings › Team.
- Click Invite and select Invite Provider.
- Search for the provider, choose Manager, Collaborator, or Viewer, and click Invite.
Repeat for each project. If a provider already has access to all your projects, you can’t invite it to individual projects.
See Your Providers
Settings › Providers lists every connected provider and pending invitation:
| Column | Shows |
|---|---|
| Role | Admin, Manager, Collaborator, Viewer, or Mixed |
| Projects | All for organization-wide access, or the number of projects |
| Members | How many people are on the provider’s team |
On a project’s Team page, provider staff are listed with Provider in the Access column, grouped by provider.
You’ll receive an email whenever a provider accepts an invitation, confirming the access it now has.
Remove a Provider
From your organization – select Settings › Providers, select the provider, click Remove Provider. This removes all of the provider’s access, including on individual projects.
From a single project – open the project’s Team page and select Remove Provider.
Withdraw an invitation – select the pending row and click Remove Provider, or use Withdraw Invite from the row menu.
Removal takes effect immediately. To reconnect, invite the provider again.
Notes
- If your organization is a provider, see Providers.
- For the complete access model, see Platform documentation.