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Subcontractor Settings in COMPASS
Subcontractor Settings in COMPASS

The Subcontractor Settings page in COMPASS allows you to configure key settings for managing subcontractor qualifications, notifications, and project approvals.

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Written by Maya
Updated over a month ago

This section ensures streamlined communication and visibility between you and your subcontractors.

Accessing Subcontractor Settings

1. Go to Settings from the COMPASS main menu.

2. Select Subcontractor Settings from the sidebar menu on the left.

Qualification Sharing

The Qualification Sharing section allows you to share or hide qualifications, including Single and Aggregate Limits with subcontractors.

β€’ Select Yes to share qualifications, including Single and Aggregate Limits, with subcontractors.

β€’ Select No to keep this information hidden from subcontractors.

Qualification Notifications

The Qualification Notifications section lets you automate notifications to subcontractors:

β€’ Notify subcontractors when a company qualification is completed (excluding Denied): Check this box to automatically notify subcontractors when their company qualifications are approved or updated.

β€’ Notify subcontractors when a project approval flow is completed (excluding Denied): Check this box to notify subcontractors when a project approval process has been successfully completed.

Saving Settings

After configuring your preferences, click the Save Settings button in the bottom-right corner to ensure all changes are applied.

Conclusion

The Subcontractor Settings page in COMPASS provides essential controls for managing subcontractor qualification visibility and notifications. This helps maintain clarity and smooth communication throughout the qualification and approval processes. For additional assistance, contact your COMPASS support representative.

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