Assign policy owner rights to a contractor

Learn how to select a contractor member and assign them insurance policy owner rights. You must be a Contractor Administrator, Manager, or Co-ordinator to be able to access these settings.

To assign a member to policy owner:

  1. Go to Tools > Contractor Manager.  
  2. Select Members from the menu on the left.
  3. Search for the member and click View next to their name.
  4. Select the Organizations option from the menu on the left.
  5. Click Organization Roles.

    Member-Insurance-Roles.png
  6. Select Insurances, then click Close.
  7. Click Save and Exit.

The contractor is now classed as a policy owner for any insurance policies setup against their organization’s profile.