Adding Contractors

Creating contractors is a very similar process to adding users, at the very basic, all you need to add a Contractor is "Company Name", Contact First name, Contact Last name & email address.

The system checks the username & email address if they are already in the system, it will prevent adding duplicate accounts. If the contractor email or username is already in the system, you can "Invite" this contractor to your site. The system will email the contractor an invite email, stating that you want to add them to your site. If they approve their site will appear in your contractor list.

The contractors that are at several sites are now realising the benefit of using our portal as they only need to enter their details once, the contact details, insurance and licence documents are available to all sites they approve.

You will need to enter a password for them, some browsers can make this random password for you.

Don't forget to choose the correct email template that will be sent to the new user. (this is commonly overlooked when adding users & contractors.

CSV import is only available to Site Admin users.

The contactor will get a welcome email, remember the emails templates can be change per your requirements. The contactor now has the ability to login and update there details, upload insurance & licence documents etc.