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Connect or unlink your project with a partner organization

Project-to-Project connections allow your external project partners to collaborate with you using their own TonicDM project.

Open the project settings

  1. From the Projects page in TonicDM, select the project you want to manage.

  2. Select the Settings icon beside the project name.

  3. Scroll down to Project Partner Connections.

Connect a partner project

For more detailed information on connecting or linking projects with other firms, please see:
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​How to collaborate with other organizations

Inter-company collaboration explained
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Disconnect a partner project

To remove an existing connection:

  1. Return to Project Partner Connections in the project settings.

  2. Find the connected partner project.

  3. Select unlink.

This removes the connection between the two projects.
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{For a brief video on this feature, click here}

Invite a partner who is not yet listed

If the organization you want to connect with does not appear under Project-to-Project, use the onboarding link in the Partner Invite section to invite them to collaborate through TonicDM.
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Connecting projects allows both organizations to collaborate while maintaining their own firm-owned project record.

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