Share the project. Not your account.
External Stakeholders lets the company that owns a project invite another company onto that one project and choose what they can see.
External Stakeholders is how a company that owns a project in Oversite brings another company onto that single project. You pick the outside company, give it a role of Project Owner, Project Contractor, or CEI Stakeholder, and share the project so its people can see the shared inspections, items, and records. Access stays scoped to the one project you share, so an outside company never sees the rest of your account. You decide whether a project is private or shared, and you can keep draft inspections hidden until you are ready.
Everyone needs the record. Nobody shares the same copy.
On a DOT project the owner, the contractor, and the CEI firm all work the same quantities. Today they work them in separate places.
Shared by email
Inspections and change orders go out as PDF attachments. The contractor and the owner work from a copy that is stale the moment you send it.
A login for the whole account
Give an outside firm real access and it can see every project you run. So instead they get exports, and the single record splits into four.
Change orders on paper
The contractor signs a printout, someone scans it, the owner signs another copy. The approval trail lives in an inbox.
Share one project. Keep the rest private.
Set the project to shared
On the project's Users settings, answer who should have access. Private keeps the project to your company. Shared opens it to the external companies you add.
Invite by company and email
Pick or create the stakeholder company, then add their people by email. New people get an email to set a password and join. The role follows the company type.
Work the shared record
Stakeholders open the shared inspections, items, and progress. Contractors and owners sign or decline the change orders routed to them, without leaving Oversite.
01. Share a single *project*, not your account.
Answer one question on the project's Users settings: who should have access. Private keeps the project to your company. Shared opens it to the external companies you add. Each company takes a role, Project Owner, Project Contractor, or CEI Stakeholder, and the What is shared panel spells out what a stakeholder sees: project details, approved and completed inspections, and item quantities and material certifications.
02. Invite a company in a few *fields*.
Open the invite window, pick or create the stakeholder company, and add its people by email. Someone who is new to Oversite gets an email to set a password and join the project. Someone who already has an account is added on save. Add as many people as the company needs, then send the invitations.
03. Route change orders for *signature*.
Send a change order to the project's contractor or owner and it lands on their review screen. They sign by drawing right in Oversite, or they decline with a reason that returns to the CEI firm on the approval trail. Only the project's contractor can sign as contractor, and only the owner can sign as owner, so the routing matches the roles you set.
External stakeholders, answered.
What is an external stakeholder in Oversite?
An external stakeholder is another company that the project owner invites onto a single project. It can be the owner agency, a contractor, or another CEI firm. Its people see the shared project and its records, but not the rest of your account.
How is this different from adding someone to my own company?
Adding people from your own company is done in the Internal Users section. External Stakeholders is for bringing another company onto the project. You share the one project with them instead of giving them a login to your account.
What can an external stakeholder see?
The shared project and the records under it: project details, approved and completed inspections with photos and attachments, and item specifications, quantities, and material certifications. Draft inspections show only if you allow them. Stakeholders never see your other projects.
Can a project have more than one stakeholder company?
Yes. A project can have as many contractors as needed and one project owner. An agency can also add another CEI firm as a CEI Stakeholder.
Can contractors and owners sign change orders?
Yes. When a change order is routed to the contractor or the owner, that company signs or declines it from the review screen. A decline requires a reason, which returns to the CEI firm on the approval trail.
Can stakeholders see inspections that are still in draft?
Only if you turn on Allow Stakeholders to see inspections in Draft. Otherwise they see approved and completed inspections only.
See a project shared with its owner and contractor.
Book a 30 minute walkthrough with our CEI solutions team.