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 ContractorOS 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.
6. Click Next, then click Done.