Manage collaborators

A collaborator is an outside firm or person you hand work to: a contractor, an engineer, a designer, a notary. Their contact details live alongside your clients and projects instead of in a separate list somewhere else. Open Collaborators from the sidebar, just under Clients.

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Add a collaborator

1. Click Add Collaborator.
2. Enter the Name and pick at least one Type, both required. VAT number, contact phone, contact email, postal address and notes are optional.
3. Click Create Collaborator.

Types are Agent, Contractor, Designer, Engineer, Notary, Structural Engineer and Other. As you type a phone number or email address, Arkata checks for an existing entry with the same details. A tick means nothing similar was found; a warning triangle means there may already be an entry, and the possible matches appear below the fields. You can open the existing collaborator instead, or save anyway.

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Find a collaborator

The toolbar above the list gives you three ways to narrow it down:

• Search matches on name, VAT number, contact email and phone.
• All types shows only collaborators of one type.
• Active / Inactive switches between the ones you still work with and the ones you have set aside.

The list loads more rows as you scroll.

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What is on a collaborator page

Click a project in Linked Projects to jump to it. Notes can be typed straight onto the page: click the notes area, type and save.

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Change types from the page

The type tags sit next to the collaborator’s name. Click them to open the list, then click a type to add or remove it. A tick marks the ones in use, and the change saves as soon as you make it. Every collaborator keeps at least one type, so Arkata stops you removing the last one.

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Edit a collaborator

Click Edit Collaborator on their page, or the pencil icon on the list, then Save Changes. Emptying a field and saving clears it. The switch at the top of the edit window marks a collaborator Active or Inactive. Inactive keeps the record and all its project links and just takes them out of your day-to-day list.

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Delete a collaborator

Partners and Admins only. Use the bin icon on the list or on the collaborator page, then confirm.

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Next steps