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Manage company profiles

Learn how to manage company profiles by editing company details, adding or removing users, and monitoring user activity via the web app.

What are company profiles?

Every company profile is a centralized space for managing contractor companies within your organization. You can easily view and update key contractor details to maintain accurate records for accessible communication. Additionally, you can add and manage users tied to the contractor, track their activity, request documents from key contacts, and store critical documents for compliance. This ensures your team efficiently oversees contractor relationships, maintains compliance, and collaborates seamlessly with your contractor network.

What you'll need

You can narrow down companies with documents that are expired, expiring soon, or pending approval from the company profile to quickly focus on what needs attention.

Edit a company profile

  1. Log in to the web app.

  2. Select Contractors iconContractors from the menu on the left-hand side.

  3. Select a company.

  4. In the "Company details" section, click Edit (underline) iconEdit on the right-hand side of the page. Edit a company profile via the web app.

  5. Update the company details accordingly.

  6. Click Save.

If you have "Platform management: Users" permission, you can add existing or new users to a company.

Add a user to a company

  1. Log in to the web app.

  2. Select Contractors iconContractors from the menu on the left-hand side.

  3. Select a company.

  4. Click Workers tab in the company profile.

  5. Click Plus iconAdd workers on the upper-right of the user list. Add a user to a company via the web app.

  6. In the side panel, click the dropdown menu and select a user.

  7. Click Done.

  8. Click Save and apply.

You can add a new or existing user in a company and assign them as the key contact when you request a document or form.

Remove a user from a company

  1. Log in to the web app.

  2. Select Contractors iconContractors from the menu on the left-hand side.

  3. Select a company.

  4. Click Workers tab in the company profile.

  5. Click More horizontal icon on the right-hand side of the user's row and select Delete iconRemove user from company. Remove a user from a company via the web app.

View a company user’s activity

  1. Log in to the web app.

  2. Select Contractors iconContractors from the menu on the left-hand side.

  3. Select a company.

  4. Click Activity tab in the company profile.

  5. In this tab, you can view the relevant actions, issues, and inspections associated with each user. View a company user's activity via the web app.

You can also view and manage company documents and document or form requests directly from the company profile.

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