How to Invite a Contractor to Join Your Team on ContractorOS

In ContractorOS, a Contractor is an employee who is employed by a Vendor and assigned to work on a specific Site. 

 

Here is a video walkthrough explaining how to invite a Contractor to join your Vendor team on ContractorOS::

 

Here is a written guide explaining how to invite a Contractors to join your Vendor team on ContractorOS:

  1. Login to ContractorOS using your Vendor account
  2. Click Manage   > Contractors.
  3. In the top-right corner, select Invite Contractor
  4. You will see the Invite Contractor menu. Fill in the information requested on the next three screens to complete their account invitation:
    • Email address, name and phone number



    • Select the site that this Contractor will be assigned to.



    • Assign the tasks that the Contractor will need to complete in order to meet the compliance requirements for that site. A task is usually a document that is required by a Site to prove that a Contractor is licensed and authorized to perform a certain type of work. 

All done! Your Contractor will now receive an invitation via email to register with ContractorOS and upload any documents required to complete their tasks. 

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