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Adding People

Learn how to add other people from your organization into the Service Provider Portal. You must have been invited by an organization to log into their portal.

Service Providers Member is a term used in WhosOnLocation to refer to a person in your organization that provides services to another organization, e.g. a delivery driver that delivers goods to a construction site. Typically they are members of your organization that are involved in providing goods or services as part of a contract.

The information about your employees that you can access is controlled by the business you are providing services for, and you will not necessarily be able to see all of this information or be able to edit everything you see depending on these settings.

Managing Service Provider Members

To manage the members of your organization, select Members from the left-hand menu. You can add, edit, and delete members of your organization from this section of the portal. And you can find specific members using the Global Search bar near the top of the page.

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There are two possible sections of information that you can enter for your members, Details and Contact Role Types.

To add a new member, click Add Member at the top of the page; to edit an existing member, click Edit next to their name; and to delete a member, click Remove next to their name then OK on the confirmation pop-up.

Member Details

When you are adding or editing a member, the first page you will land on is their details page. The details you can manage are the contact details for your members, a photo of them, and their current status.

Please Note: Any fields marked with a red asterisk are required information.

Full Name – The member’s name. You must have a first and last name to add a member

Job Title – The member’s title in their organization

Primary Email Address – This is used for contact, sending notifications, invitations, and inductions to the member

Other Email Address – Can be used to send an induction or for contact records

Mobile Number – This is used for contact, sending notifications, invitations, and inductions to the member

Phone Number – For your contact records

Extension Number – In case an extension is needed to reach the member at their phone number

ICE Number – The number of the member’s emergency contact

Status of Account – The status of the member in WhosOnLocation. Typically, an organization may not allow you to change the status unless they have reviewed the member information in the portal. The different status presented are Pending, Active, Inactive, and On-Hold. The member must have an active status to be able to sign in at the business.

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To add a picture:

1. Hover over Add Picture

2. Select Upload new picture

3. Select the photo from your computer and click Open

4. Adjust the selection area to best fit the photo

5. Click Apply

Make sure you save any changes made to the details by clicking Save.

Contact Role Types

Contact Role Types are the roles that the member performs in your organization; these could be their job description, administration roles, or any other option that is available to you. The Contact Role Type options are set up by the business you are contracting to and cannot be changed in this portal. They can be used to assign Induction Courses and Qualifications to your members in WhosOnLocation, as well as various other roles like Portal User, Safety Operator, Panic Alarm Responder, etc.

The Contact Role Type options are set up by the business you are contracting to and cannot be changed in this portal.

They can be used to assign Induction Courses and Qualifications to your members in WhosOnLocation, as well as various other roles which have uses in WhosOnLocation.

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A few key roles that may be available to you are:

Account Manager - The person in charge of maintaining your organization's contract

Panic Alarm Responder - This person will be notified if a panic alarm is triggered in the business you are contracting to

Safety Operator - This person can be selected as a Safety Operator on sign in for an employee or service provider and receive notifications to do with this

Portal User - A person authorized to use the Service Provider Portal. Being a Portal User does not necessarily mean that you have access to the portal, you need to be invited to use it before you will have access

Asset Owner - A person that has ownership over an asset that is registered in WhosOnLocation

Use of these role types are completely optional for WhosOnLocation accounts and may not be utilized by the business you are contracting to. If you're unsure about any options, and whether they are being used, you should first get in touch with your contact at the business.

To proceed with the learning more about adding Insurance Policy information, click the Next Article button below.

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