- Administration
- Contractors
- Assign or unassign company key contacts
Assign or unassign company key contacts
Learn how to assign or unassign users as company key contacts via the web app.The Contractors feature is currently in Early Access. If you're interested, go to the web app, select 
Contractors from the menu on the left-hand side, and click Get Early Access.
Is Contractors not in your menu? Reach out to your Customer Success Manager to express your interest.
What is a key contact in a company?
A company key contact is someone from a contractor company who is responsible for managing their company profile and handling administrative tasks on behalf of your organization. As a key contact, they can upload company documents in response to document requests, receive notifications for expiring documents, and update information to keep it accurate and compliant with your organization’s requirements. This helps contractor companies stay accountable for their own records, reducing administrative work for your team.
You can assign a company key contact while adding a new company.
Assign a company key contact
Select
Contractors from the menu on the left-hand side. Select a company.
Click Workers tab in the company profile.
Click
on the right-hand side of the user's row and select 
Assign as key contact.
You can assign up to 5 key contacts to a company.
Unassign a company key contact
Select
Contractors from the menu on the left-hand side. Select a company.
Click Workers tab in the company profile.
Click
on the right-hand side of the key contact and select Assign as member. By default, members will not be able to view the company profile.
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