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About Service Provider Portal

The WhosOnLocation Service Provider Portal gives you the ability to empower your service providers to add and manage information about their own organizations and members. This information includes, but is not limited to, contact information, insurance policies, role types, and more to come with future releases. 

Giving your service providers this ability means that they can maintain the records for their own organization and its members. This will ensure records are accurate, timely, and easily updated (without the need for a middleman). It also means that your employees' time is not spent constantly updating these records making your organization more productive.

How It Works for You

Your Service Provider Portal is just that, yours. It is fully customizable regarding who has access to what areas of information, and is completely unique to your organization.

You nominate what information your service providers can see, what they can edit, and what is entirely hidden from them.

You create your own personalized Terms of Use that a service provider must agree to before they can use your portal.

And you choose which service providers have access to your portal.

How It Works for Service Providers

The service providers that you choose to access your Service Provider Portal will receive an email inviting them to create their password and log in.

The first time a service provider signs into your Service Provider Portal, they will be presented with your Terms of Use. They must agree to these terms before they can use your portal.

Once agreed, they will be able to see and edit any information made available by you in your settings and any changes they make will be instantly reflected in your WhosOnLocation account.

If you want to know more about how your service providers will be using this portal, or want to direct them to the correct section of the Helpdesk, please have a look at our Helpdesk article section Service Provider Portal Users.

Uploading Documents

It’s important to keep accurate records between your organization and your service providers, for this reason, we have provided the ability to upload documents through the Service Provider Portal.

Service Provider Portal Users can upload supporting documents when adding insurances, contracts, qualifications, and inductions.

To proceed with the Administration setup of the Service Provider Portal, click the Next Article button below.

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