Add a contractor to the Vendor Portal

When you add a contractor, you can choose to let them set up their own account on the Vendor Portal to submit tasks.

Add a contractor

1. Sign in to the Vendor Portal.
2. From the left sidebar, click Manage, then select Contractors.
   
3. Click Invite Contractor.
4. Follow the on-screen instructions to enter the contractor’s details, select their sites, and assign their tasks.
5. On the "Invite to Portal" step, do one of the following:
   • If you will complete tasks on the contractor’s behalf, turn off Enable Portal Access. 

   • If you want contractors to complete their own tasks, leave Enable Portal Access turned on. The contractor will receive an email inviting them to create an account.

     Note:

     If you turn off "Enable Portal Access", you can invite the contractor later if they need to complete tasks such as a safety orientation or quiz. For more information, see Invite a contractor to the Vendor Portal.

6. Click Next, then click Done.