How to Authorize a General Contractor on COMPASS

Introduction

In the COMPASS platform, subcontractors can authorize General Contractors to access their financial information. This knowledge-based article provides a guide on how to authorize General Contractors on COMPASS, facilitating a streamlined prequalification process and enhancing collaboration.

Getting started:

To authorize a General Contractor on COMPASS, ensure that you have Admin or Prequalification access. After logging into the platform using your valid credentials, locate the drop-down menu in the top bar and select "Authorization settings." This will take you to the settings section for authorizing General Contractors.

Screenshot of: Click "Review and manage who can see your financial data"

Within the Authorization settings page, you will find a list of General Contractors associated with COMPASS. By default, the list displays General Contractors in your area. To view the full list, select "all regions" from the "Regions" drop-down menu.

Screenshot of: Click "View companies in all regions"

How to Authorize:

To authorize a General Contractor, simply select the checkbox beside their name. Take care to consider which General Contractors should have access to your financial data. Once you have made your selections, click the "Authorize Selected" button located in the bottom right corner of the screen to save the changes.

It's important to note that the Authorization tab will also appear once you submit your 1Form. This allows you to authorize General Contractors during the prequalification process.