Configure the External Portal
For vendors to access and use the ClearToPay™ Portal, administrators must first enable access at both the company and job levels, then grant specific portal rights to vendor contacts.
Note
After portal access is granted, the vendor contact receives an email invitation with a link to set up their username and password to access the Sage Paperless Construction portal.
Enable External Portal Access at the company level as described in ClearToPay™ Configuration.
Within Job Settings, enable portal access for the specified job(s) and identify queues for uploaded documents as described in Configure Standard Job Settings.
Note
A vendor contact can belong to more than one job in ClearToPay. Portal access rights are managed and maintained on a per-job basis.
For a particular contact at the vendor level, grant portal access as described in Vendor Contacts. Access can also be revoked.