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 Coordinator to be able to access these settings.

Policy owner is a contact role type in OnLocation. These users can be set up to receive notifications when an insurance policy is due to expire. 

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.

  6. Select Policy Owner, then click Close.

  7. Click Save and Close.

The contractor is now recorded as a policy owner for any insurance policies set up against their organization’s profile.