Overview
This path is for architects, general contractors, vendors, and other external partners working within a project. Estimated time: 45 minutes.
Your Path
1. Getting Started & Logging In
Get oriented and set up access to your project.
→ Getting Started, Logging In
2. External Partners
Understand how your access and role fit into the project.
→ External Partners
3. Your Role
Depending on your role, see the relevant article for how you specifically interact with SiteRise.
→ Architects, General Contractors, or Vendors
4. Files
Learn how to access and upload project documents.
→ Files
5. RFIs
Learn how to submit or respond to requests for information.
→ RFIs
6. Punch Lists
Understand how to track and resolve outstanding items.
→ Punch Lists
7. Change Orders
Learn how scope or cost changes are submitted and approved.
→ Change Orders
8. Photos
Learn how to upload and annotate site photos.
→ Photos
9. Reporting
Learn how to check on project status and progress from your view.
→ Reporting (Core Platform)
You're Done
You now have what you need to collaborate effectively within your assigned project. If you have questions along the way, check the Support article for how to reach the SiteRise team.
