Table of Contents
Settings
Manage your Account Settings, Add Users . To open the menu tab, click the icon at the top-left corner of the page.
The sections in this article correspond to the tabs within the Settings menu.
Clicking "Settings" will redirect you to the Company Information tab. The active "Settings" tab will appear highlighted in yellow at the top of your screen.
To update your company information, click into the applicable text field(s) and update as required. Click "Update" to save your changes.
Select the Account Settings tab to update your personal information and password.
To change your name, email and/or phone number, click into the applicable text field(s) and update as required. Click "Update Information" to save your changes.
To change your password, click the "Update Password" button.
Enter your current and new password as required, then click "Submit".
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Please note this feature is currently in production. Stay tuned for more updates.
Create accounts for admin users under the Users tab. Admin users can perform various tasks depending on their permissions. Access this page by clicking the icon at the top-left corner of the screen and selecting
Settings.
Next, select the "Users" tab at the top of the page.
Add an admin user by clicking the "Add New User" button.
Fill out the form as required, then click "Save". Please refer to the section below, " How to manage admin permissions" for additional details on access levels, departments, etc.
Record the email address and password -- these will be their login credentials. Please share this information with your admin user(s).
Your administrator will appear on the list once successfully added. To remove them as an admin user, click the icon next to the administrator name.
How to manage admin permissions
Change your admin permissions by clicking the "Manage" button next to the administrator name.
- Facilities
- Facilities are the locations where your contractors perform work on-site. Assign facilities your admins have access to by selecting them from the drop-down and clicking "Add Facility".
- To remove a facility, click the
icon next to the facility name.
- Facilities are the locations where your contractors perform work on-site. Assign facilities your admins have access to by selecting them from the drop-down and clicking "Add Facility".
- Departments
- Admin users can only view requirements assign to their Department(s). To learn more about Departments, please refer to the Knowledge Base guide for the Manage menu.
- Assign admin users to their department(s) by selecting them from the drop-down and clicking "Add Department".
- To remove a department, click the
- Access Level
- Select the appropriate access level for your admin user, then click "Update".
- Read Only Permissions:
- Search for a contractor/employee & check their compliance level
- View requirements and related attachments
- Uploader Permissions:
- Search for a contractor/employee & check their compliance level
- View requirements
- Upload documents for requirements on behalf of a contractor/employee
- Assign additional facilities to a contractor
- Assign employee positions
- Approver Permissions:
- Search for a contractor/employee & check their compliance level
- View & approve requirements
- Upload documents for requirements on behalf of a contractor/employee
- Assign additional facilities to a contractor
- Assign contractor & employee positions
- Full Access Permissions:
- "Approver" Permissions
- Add new users & assign them to any department and/or facility
- Configure and add requirements to any department
- Grant permission to invite and/or rate contractors to Approvers and other Full Access admins
- Invite/Rate
- Can Invite Contractors - If "Yes" is selected, the "Add Contractor" button will be activated on their dashboard and also under the Manage > Contractors menu.
- Can Rate Contractors - If "Yes" is selected, this feature will be activated on their dashboard.
To add a contractor, click the "Add Contractor" button on your Dashboard.
Enter the contractor company name and the recipient's email address.
Once you have filled out the required fields, click SAVE. An email will be sent inviting them to register for Contractor Compliance.
To rate a contractor, find the company name on your Dashboard, then click the icon under Rating.
Select your rating at the top of the window by hovering over the number of stars you would like to give.
Add your comments in the required field, then click "Submit".
Your rating will appear on the list once completed.
For further inquiries, check out our Tech Support section