Administrator Settings
All you need to know about the management of sites, processes and users as an admin.
General
User Management
Contractor Management
- How do I add and amend contractor services?
- How do I onboard new contractors?
- How do I view and amend contractor question answers and documents?
- How do I approve changes to the contractor profile?
- How do I invite a new contractor to the system?
- How do I revoke a contractor's invite?
- How do I enable contractors to provide quotes?
- How do I add a rate card template?
- How do I add a rate to a contractor?
- How do I change the default rate card template for a specific contractor?
- How do I add markups on the system?
- What are SLAs?
- How do I create and manage SLAs?
Custom Fields
Tags & Grouping
Document Managment
Site Management
- How do I Import and Export my Sites?
- How do I close down a site?
- How do I manage site types?
- How do I update a Site's Site Rate Type?
- How do I change a site's type?
- How do I manage Site Rate Types?
- How do I copy an existing Site?
- How do I manage a site?
- What is an external work order form and how do I create one?
