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I'm a Distributor, how do I add my Contractor into the app?

This article is about how to add a contractor who isn't already in the app. To learn how to pair with a contractor who's already setup in the app, see this article.

To add a contractor to the app:

  1. From the left side bar, head to Relationships → Contracting Firms. Check to see if the firm is not already on your list.
  2. If the firm is not in the app, select 'add new company' 
    • You can find more info on adding a company via this article
  3. Once the firm has been added, you can now add a user by heading to Contractor Users
    • You can find more information on adding a user by heading to this article
  4. If the firm is already in the app, check also to see if the Contractor User is not already added.
    • If they are already in the app, but haven't accepted their invitation, you can hit "resend" so they can sign up. 
    • If it says that they're in the app and have joined, but they don't know their login, you can select edit → 'send reset password email'

Once your Contracting Firm has been added, you will automatically be paired with them. 

 

For a detailed explanation, see this video below: