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Enable a template contractor user

The system can automatically add a template contractor user when a contractor file is set up

Updated this week

After creating a contractor profile, the system can automatically add a template contractor user when this function is enabled, so you don’t have to repeat the same setup steps each time.

To enable this function, please follow these steps:

  1. Make sure at least one contractor user has been set up.

  2. Go to the Configuration via the cog icon in the top right corner.

  3. Select Organisation Settings and navigate to the Contractors tab.

  4. Tick "Automatically Add Contractor User", and then a Template User box will appear.

  5. Select a template user and click Update.

After that, each time a contractor profile is created, a template contractor user will be automatically added, using the email address and name from the contractor profile.

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