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, contracts, and role types.

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. It also means that your employees' time is not spent 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 unique to your organization.

You nominate what information your service providers can see, what they can add, edit, or delete, 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 in to 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. 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, have a look at the Service Provider Portal Users section of the Help Center.

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.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request