What is the Subcontractor Portal

The Subcontractor Portal is a powerful feature that allows you to give your subcontractors their own limited version of the Admin Console. This empowers them to manage their own team and compliance while keeping your data secure.

What is the Subcontractor Portal?

Instead of you managing every single subcontractor employee, the portal allows the subcontractor company to log in and do it themselves.

From their limited portal, they can:

• Manage their own team: Create user logins for their staff to use the Mobile App.
• Upload compliance docs: Upload their own certificates, insurance, and permits for your approval.
• View assigned sites: See the specific sites you have assigned to them.
• Monitor activity: View completed forms and activity from their own team.

How to Set Up a Subcontractor

To give a subcontractor access to their portal, you simply need to create a user account for them with the correct role.

1. Log in to your Admin Console.
2. Go to Team & Users.
3. Click the Orange Add icon to create a new user.
4. Enter the subcontractor's details.
5. Crucial Step: Select the "Supplier" or "Subcontractor" User Role.
6. Save.

The subcontractor will receive an email with login instructions. Once they log in, they will see a restricted dashboard showing only the sites and resources relevant to their organisation.