You can add contractors and assign them tasks so that they can meet site requirements before they start work.
| Required role | Vendor |
| Required tier | Access to the ContractorOS Vendor portal is required. |
Add a contractor
- Sign in to the ContractorOS Vendor portal.
- From the left sidebar, select Manage, and then select Contractors.
- Select Invite Contractor.
- On the Invite Contractor step, enter the contractor’s Name, Email, and Phone Number.
- Select Next.
- On the Select Sites step, select a site, and then select Next.
- On the Assign Tasks step, select the tasks the contractor must complete, and then select Next.
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Select Done. The contractor will receive an email inviting them to sign up for the ContractorOS Vendor portal.
Note:
If you have the required documents for the contractor, you can upload them yourself to complete tasks. For more information, see Complete contractor tasks.