Managing your team, subcontractors, and external contacts in Raken starts with understanding two key tools: the Company Directory and the Project Directory. Together, they give you a complete picture of who's in your organization and who's working on each job.
What Is the Company Directory?
The Company Directory is your organization-level hub for managing three types of entities in Raken:
Employees — People at your company with varying levels of access to Raken depending on their role.
Companies — External organizations you regularly work with, such as subcontractors or clients.
Contacts — Individuals outside your company who are associated with the Companies you've added to the directory.
The Company Directory gives you a single, centralized place to manage employee roles, invite team members, and maintain contact information for external partners—without having to manage each piece separately per project.
What Is the Project Directory?
While the Company Directory manages your organization-wide team, the Project Directory lets you control who is assigned to and has access to each individual project in Raken. From the Project Directory, you can add or remove employee access, associate companies with a project, and manage collaborator access on a job-by-job basis.
Getting Started
The best place to begin is the Company Directory—where you can add and manage your employees, set up the companies and contacts you work with, and control how your team is organized across your account. Once your organization-level directory is in order, use the Raken Project Directory to assign the right people and companies to individual projects.
Considerations
The Company Directory manages organization-wide access and contact records. The Project Directory manages project-level assignments and access.
Changes made in the Company Directory (such as updating a contact's information) are reflected across all projects where that contact is assigned.
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More Questions?
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