To access the Contractor Portal, you must first create a password:
- Open the Contractor Portal invite email, then click the activation link.
- Enter then re-enter a password. Click Confirm.
- Enter your email address and password, then click Log In.
- (Optional) Watch the portal overview video.
When the video ends, you’ll land on the portal dashboard. Click through the menu on the left to view your organization’s details, members, and more.
What you can view and/or edit will depend on the permissions your customer has given you:
- Organization details
- Categories & groups
- Your employees (members)
- Contracts information
- Insurance information
If you have access multiple organizations in the Contractor Portal, you only need to set up a login once. You can switch between them by clicking the organization name in the top left corner.