Contractors

Managing Contractors

• Introduction: Contractor Management
• Contractor organization profiles
• Add a contractor organization
• Add contractor organizations by CSV import
• Update contractor organizations
• Contractor member profiles

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Contractor custom fields

• Introduction: Contractor custom fields
• Add custom fields to your contractor profiles

Contractor Contracts

• Introduction: Contracts Management
• Manage your contract settings
• Add contracts to a contractor organization
• Contractor contracts report

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

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Contractor Notes

• About contractor notes
• Manage your contractor note settings
• Add or update a contractor note

Contractor qualifications

• Introduction: Contractor qualifications
• Add or update contractor qualifications
• Add a qualification to a contractor profile

Contractor access tokens

• Get started with contractor access tokens
• Manage contractor access token types
• Add tokens to 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

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Contractor Portal User

• Using the WhosonLocation Contractor Portal
• Set up a Contractor Portal login
• About the Contractor Portal dashboard
• Manage your organization's details in the Contractor Portal
• Manage categories and groups in the Contractor Portal
• Manage members in the Contractor Portal

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