Print the articleGet a PDF version of this webpage

Introduction: Service Provider Portal for Contractors

In this section, we explain the purpose of the Service Provider Portal from a contractor or vendor's perspective and explain the initial steps to gain access. You must have been invited by an organization to log into their portal.

The Service Provider Portal makes managing and updating your organization's and staff's information easy and efficient. The best thing is that access to the portal is provided to your organization for free!

The Service Provider Portal that you will have access to is unique to you. The portal allows you to keep your information up-to-date without needing to go through the people you contract to, making a faster process and maintaining the integrity of your information. 

Please Note: If you manage Service Providers within your WhosOnLocation account, please refer to the Helpdesk article, Service Provider Portal Administration.

Initial Steps to Access

If you are a member of a contracting organization that is selected to access the Service Provider Portal and maintain your organization's information, you will receive an email prompting you to create a password.

Click on the link, create your password, and click Confirm.

Use the email address which the login email was sent to and the password you just created to log in to the Service Provider Portal. You will be sent an email confirming that you have signed in with the link to the login page, you can use this to create a bookmark in your browser for quick access.

Login.png

The first thing you will need to do is agree to the Terms of Use to use the portal. These are created by the organization you contract for and are required to allow access to the Service Provider Portal. To agree to the Terms of Use, select the checkbox next to I accept the terms of use and click Continue.

2017-06-07_11-33-53.png

Dashboard

The dashboard is the first page you land on when you log in to the Service Provider Portal. It shows the visit history of your members to the selected business' locations. You can see specific locations or all locations, and filter by year, by selecting the dropdown menus at the top of the page. You will always be able to see the Dashboard.

Dashboard.png

Navigating the Portal

There are a few things you need to know to successfully use the Service Provider Portal.

You can use the items in the left-hand menu to access different sections of the portal or log out and you can collapse the menu, to give you more working space, by clicking the back arrow in the top-right corner of the menu.

Menu.png

If your organization is contracted to multiple businesses and you have been invited to use their portals, you can switch between your customers' businesses in the upper toolbar. Click on the dropdown next to their name and select the other business to switch profiles.

E.g. Your organization (Wayne Enterprises) provides services for My Company Inc and ABC Ltd and you are responsible for your organization's information. When you have entered all the relevant information about your organization for My Company Inc's records, you can switch to ABC Ltd and fill in your information for their records.

 

Whenever you make changes in the portal, make sure you click the Save button before moving on. If you do not you may lose all of the information you have entered in that section.

To learn more about how to perform functions using the Service Provider Portal, click the Next Article button below.

Have more questions? Submit a request