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. 

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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.

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Once you've selected your site, Select edit company information.Screenshot 2024-11-12 at 10.20.29

In here you can add the sites youd like to connect to the contractor, into Approved sites.

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Once you have added the site make sure to press save company.

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