How to assign additional locations to contracting companies

How to assign additional locations to contracting companies

If you have a contracting company that completes work at more than one location, you have the ability assign additional locations to their profile.


Assigning additional locations

  1. Select "Contractor" from the below options:


  1. Search for the contracting company you wish to update the location for using the “Search” field and click into their profile:


  1. Once their profile is open, their primary location will be listed under their company name. At the bottom right corner of their profile you will see their “Secondary Sites” > select “Click to edit”:


  1. Search and select the additional sites you wish to add and select “Save”:

Once the additional sites have been added, the company will now display on the Contractor Manager dashboard when filtering by the additional sites.

Please note: If you do not have the option to edit their sites, this may mean you do not have the relevant client administrator permissions.



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