How do I invite a new contractor to the system?
Send Contractor Onboarding Invites.
How to Invite Contractors
Please ensure you have the relevant Contractor Invite permission set up under Roles to begin and also ensure you have completed all sections of the Contractor Settings.
- Head to the Contractors area from the left-hand navigation
- From here, you will see the option to Invite Contractors in the top right
- You can enter individual emails, or alternatively, you can upload a CSV file (this cannot exceed 250 rows), ensuring if you choose the latter, that the file has a column for "name" and a column for "email"
- Should you wish to send the invite to more than one person you can use the additional recipients field to add more email addresses
- Each email will receive a separate magic link to log in and whoever is first to accept the invite will move the contractor from invited to a draft state
- Once you have added the relevant Contractors and hit invite, a pop up message will appear to let you know the invitations were successfully sent
- You can see a list of all invited contractors by navigating to the Invited tab under the Contractor Section
- Within this tab, you can also resend the invitation should the link to log on have expired
