Add a user in ContractorOS

You can add a user as an admin to manage contractors or with read only permission to view compliance documents.

Who can use this feature?

  • Users with the Account Administrator or Site Administrator role
  • Available on all tiers

Add a user

Important:

To add a user in ContractorOS, they must already exist as a user in FacilityOS. For more information, see Add a user in FacilityOS.

  1. From the left sidebar in ContractorOS, select the Settings icon, then select Users.
  2. Click New User.
  3. In Email, select an existing user's email address in FacilityOS.
  4. From the Role drop-down menu, select one of the following roles for the user:
    • Account Administrator: The user will have access to manage vendors and contractors across all sites.
    • Site Administrator: The user will have access to manage vendors and contractor only to sites assigned to them.
    • Read Only: The user will have access to only view compliance documents for the sites they are assigned to.
  5. Click Invite.
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