Contractors

23 articles

Add and edit internal notes in companies

Learn how to add and edit internal notes in the company profile via the web app to keep key details and supporting information about your contractor companies in one place.

Add companies

Learn how to add companies to your organization individually or in bulk via the web app, and how to troubleshoot common errors during bulk uploads.

Add or remove companies from sites

Learn how to add or remove companies from sites via the web app to organize contractor companies by the sites they work with.

Add or remove users from companies

Learn how to add and remove users from the company profile via the web app to keep your contractor company's user list accurate.

Approve or reject company documents

Learn how to approve or reject company documents uploaded by key contacts via the web app to ensure all submitted documents are accurate and valid.

Approve or reject company documents using AI

Learn how AI-powered company document approvals work and how to approve or reject company documents using AI via the web app, reducing the time spent verifying submissions.

Assign or unassign company key contacts

Learn how to assign or unassign users as key contacts who can manage your company and its documents via the web app to streamline contractor compliance.

Best practices for working with contractors in SafetyCulture

Discover the best practices for preparing your organization before engaging with contractors and set up the right access via the web app to limit and manage their access effectively.

Delete companies

Learn how to delete companies individually and in bulk via the web app to keep the company list organized.

Edit companies

Learn how to edit a company via the web app so you can keep company details accurate and up to date.

Get started with Contractors

Discover how to get started with the Contractors feature in SafetyCulture as a company manager, key contact, or worker.

Manage company documents

Learn how to create document types and add, edit, request a new version, archive, and restore company documents via the web app to keep your compliance records up to date.

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