Contractor Management
Do you need to manage contractors, supplier or vendors? Check out our Contractor Management function which is free across all plans.
Managing Contractors
- Introduction: Contractor Management
- Contractor organization profiles
- Add a contractor organization
- Add contractor organizations by CSV import
- Update contractor organizations
- Contractor member profiles
Contractor Portal
- About the Contractor Portal
- Manage your Contractor Portal settings
- Grant access to the Contractor Portal
- Manage data access permissions for the Contractor Portal
- Manage notifications for changes in the Contractor Portal
- Update your Contractor Portal Terms of Use
Contractor Contracts
Contractor Insurances
- Introduction: Insurances Management
- Update the default policy types list
- Manage insurance policy expiry notification recipients
- Manage insurance policy expiry notifications
- Customize your insurance policy expiry notifications emails
- Assign policy owner rights to a contractor