Skip to main content

Subcontractors

In the "Resources" menu, you will find a "Subcontractor" tab where you can create your partner profiles.

The company

By clicking on the + at the top right, you will display the subcontractor profile to fill in:

At a minimum, you will need to fill in the company name and the contact's first and last name.

If you wish, you can add a photo, an email address, a phone number and the address.

Then, click on "Create".

Employees

Once the creation is done, you will be able to edit it and add employees in the appropriate tab:

By creating an employee, you are about to grant a "Subcontractor" licence and allow this user to log in to the application.

When creating their profile, you will assign them a login identifier and a password so that they can log in to the application and view their schedule as well as the job sites they have been assigned to.

At any time, you can act on your subcontractor's employee profile by clicking on the three dots.

You will be able to edit the details of their profile, reset the password or delete the profile.

Documents

On the "subcontractors" profiles, you will find a "Document" tab.

This section will allow you to upload any file you consider useful for your subcontractor.

You can create a folder tree structure on the left side, either by starting from a template, or by directly creating folders and subfolders using the green button.

Did this answer your question?