Setup
You will need the following permission in your security group:
Can create and update Contractors.
Can create, update and delete portal accounts.
Click here to learn about security groups and permissions.
How to create and invite a contractor
1. Go to People > Contractors and click New Contractor.
1. Go to People > Contractors and click New Contractor.
2. Provide Company Name, Email, select Supplier and click Save Contractor.
2. Provide Company Name, Email, select Supplier and click Save Contractor.
Company Name: The contractor’s registered business name.
Email: Used for sending correspondence and notifications.
Supplier: Links the contractor to a supplier record, required for subcontracted purchase orders.
3. On the contractor’s profile, click Send Invitation.
3. On the contractor’s profile, click Send Invitation.
The contractor will receive an email to set up their account which is required to use contractor portal.
Available fields on a contractor
Required (Company Name)
Required (Company Name)
Company Name: The contractor’s registered business name.
Recommended (Email, Supplier)
Recommended (Email, Supplier)
Email: Used for sending correspondence and notifications.
Supplier: Links the contractor to a supplier record, required for subcontracted purchase orders.
Optional (Active, Starred, Login Account, Category, Tags, Skill, Service Areas, Zones, Notes, Primary Contact, Contact Mobile, Contact BH, Contact AH, Address, E-mail CC)
Optional (Active, Starred, Login Account, Category, Tags, Skill, Service Areas, Zones, Notes, Primary Contact, Contact Mobile, Contact BH, Contact AH, Address, E-mail CC)
Active checkbox: Indicates if the contractor is active or not.
Starred checkbox: Starred contractors appear at the top of lists.
Login Account: Links the contractor to an existing user account.
Category: Configurable options for grouping Contractors at a broad level. Categories can be configured in Control Panel > Contractors.
Tags: Configurable options for grouping Contractors at a more granular level. Contractor tags can be created in Control Panel > Contractors
Skill: Configurable options for grouping Contractors based on services provided. Skills can be configured in Control Panel > Contractors.
Service Areas: Configurable locations serviced. These are set by postcodes. Service areas can be configured in Control Panel > Contractors.
Zones: Assign the Contractor to a Zone.
Notes: Miscellaneous information about the contractor.
Primary Contact: The name of the primary contact.
Contact Mobile: The mobile of the primary contact.
Contact BH: Business hours contact number.
Contact AH: After-hours contact number.
Address: The contractor’s business location.
E-mail CC: Additional email addresses to receive correspondence.
How to edit a contractor
1. Go to People > Contractors, find a contractor and click View.
1. Go to People > Contractors, find a contractor and click View.
2. Click Update and change any details. Remember to press Save Contractor after updates.
2. Click Update and change any details. Remember to press Save Contractor after updates.
How to add contacts to a contractor
1. Go to People > Contractors, find a contractor and click View.
1. Go to People > Contractors, find a contractor and click View.
When a contractor adds a team member in the Contractor Portal, they are automatically appear in the Contacts tab on the Contractor.
2. Go to Contacts tab, click Create new item, provide the details and click Save Changes.
2. Go to Contacts tab, click Create new item, provide the details and click Save Changes.
Recommended steps
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