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How to manually add notes to a contracting company's profile
Notes will automatically be stamped on a company’s profile based on the activity taken, however, you also have the ability to manually add notes. To manually add a note to a company’s profile, please follow the below instructions. Please note: you ...
Can I delete a registration?
While company registrations are not deleted for auditing purposes, we recommend deactivating the relevant company. The deactivated company will not have access to their registration with your package, however, you will still have the ability to ...
How to deactivate a contracting company
If a company no longer engages work with your business, you may wish to deactivate their contracting company profile. Deactivating a company Select "Contractor" from the below options: Search for the contracting company you wish to update the ...
How to reinstate a suspended contracting company
The below steps demonstrate how to reinstate a suspended company. Removing the suspension from the company will allow them to access their Contractor Portal to issue Induction Keys. Suspension can be reinstated for the company to be deemed compliant ...
How to change a contracting company's administrator?
If a contracting company requires their main contractor admin to be updated, this can be changed by following the below steps. This may be required if the old admin has left, they wish to move the account to their main administrator account or simply ...