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Getting Started
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Management Portal Features
- Assets
- Audits/Inspections
- Clock I/O
- Company Documents
- Departments
- ID & Training
- Inductions
- Integrations API
- Issue/Accident/Event Reporting
- Jobs
- Legislation Register
- Lone Working
- Org portal
- Permit to Work
- PPE Manager
- Risk Assessments
- Safety Briefings
- Safety Cards
- Settings
- Site Gateway
- Sites
- Site Diary
- User Management
- Work Wallet Setup
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Mobile App Features
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Contractor Gateway & Kiosk Features
How to set approved contractors for a Site
To add approved contractors to a site first you need to head to your address book and select the sites tab.
Here you will have a full list of your sites:
Search for the site you want to add approved Contractors too and click the grey Detail button on the site panel. The select the site information tab.
Then you need to scroll down to the bottom to Site Contacts and expand this area by clicking show/hide.
Then select the approved site contractors box to bring up your list of contractors for you to add in.
Select from the drop down list and they will be added to the box. Once you've added all the contractors you want, press the save site button.
You can also add the site into a contractors. Select the address book and find the contractor you'd like to connect with a site.
Once you've selected your site, Select edit company information.
In here you can add the sites youd like to connect to the contractor, into Approved sites.
Once you have added the site make sure to press save company.