Contractor Management
Do you need to manage contractors, supplier or vendors? Check out our Service Provider Management function which is free across all plans.
Service Provider Management
- Introduction: Service Provider Management
- Granting Service Provider Manager User Role rights
- Category and Group Settings
- Contact Role Type Settings
- Service Provider Organizations
- Adding Service Provider Organizations Manually
Service Provider Portal
- About Service Provider Portal
- Service Provider Portal Administration
- Portal Users
- Data Access Permissions
- Portal Changes Notifications
- Terms of Use
Contracts
Insurances
- Introduction: Insurances Management
- Updating the Default Policy Types List
- Setting Up Default Policy Expiry Notifications Recipients
- Managing Policy Expiry Notifications
- Customize your Policy Expiry Notifications Emails
- Assign Policy Owner rights to a Service Provider Member