To add a new contractor or supplier, navigate to Contacts > Supplier or Contractor and in the top right of the screen select + Contractor or + Supplier.

You will be asked to add a name, contractor or supplier type, their ABN, and indicate whether the supplier/subcontractor is registered for GST, as well as add a primary contact.

Next, you can manage the subcontractor portal access for this contact. To do this, navigate to the Supplier/Contractor > Contacts > select Contact > and tick enable portal access. Once enabled this supplier/contractor can view assigned jobs and manage the access for their staff.

For each contact, you can customise how much information they can access on their subcontractor portal. This customisation can be applied at the individual staff level for each supplier/contractor. For example, some of your contractors may not want their staff to see purchase orders but want them to see job schedules. This can be edited by navigating to Contacts > Supplier/Contractor > select relevant Supplier/Contractor > Supplier/Contractor Contacts > select relevant Contact > Access Permissions and edit the read/write settings using the tick-boxes.