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Contractors

15 articles

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.

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.

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.

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.

Manage company types

Learn how to create, rename, and delete company types via the web app to help manage and organize contractor companies your organization works with.

Request documents in companies

Learn how to request documents from company key contacts to collect required documents that help prequalify contractors and verify compliance via the web app.

Request forms in companies

Learn how form requests in companies work and how to request them from key contacts via the web app to capture supporting information for compliance.

Turn approvals on or off for company documents

Learn how to turn company document approvals on or off via the web app, allowing company managers to review and verify the validity of company documents.

View company audit logs

Learn about audit logs in companies and how to view them via the web app to keep track of changes made within a company.