Full Company List and Adding a New Company
This article describes how to review the list of companies already in your Contractor Portal and how to add new ones.
View Full Company List
Select View Full Company List on the dashboard to view the Companies page, which lists the company name, address, telephone number, associated sites and roles, and its current status (Active or Inactive).
Note
By default, only active companies display. To show inactive companies, select Include Inactive Companies at the top of the page.
(select image to expand)To tailor the Companies page to your preferences:
- Use the up/down arrows in the column headings to list data in the columns in ascending or descending alphabetical order.
- Use the Bookmark toggle at the left side of each row to mark companies as favorites for quick access. Then you can use the Show Bookmarked Only option at the top of the page to view only those companies.
Options
In each row, use the Options button to complete the following actions:
- View Workforce: Review and edit workers in the Company Profile.
- Compliance Requirements: Access and manage Compliance Requirements in the Company Profile.
- Rate Company: Rate the company on a five-star scale in several categories and leave comments.
- Edit Company: Edit the company’s details (name, address, phone, etc.).
- View History: View the date and user who added the company details.
- Deactivate Company: Change the company’s status to Inactive and provide a reason for deactivation.
- Manage Qualifications: Allows you to add qualifications to the company. However, it does not interact with the company’s compliance requirements page (visible on the company profile’s to-do list). For details on company compliance requirements, see Company Requirements here (add link).
Warning
Use this option only if the added qualification doesn’t need to appear as a company compliance requirement (visible on the company profile’s to-do list). If a qualification that is considered a company compliance requirement is added through this feature, it will bypass the System Administrator approval process.
Add a Company
To add a new Contractor Company, choose one of the following methods:
- Select Add a Company on the Contractor Portal dashboard under Company Administration or
- Select Add New on the Full Company List.
(select image to expand)
- Select Add a Company on the Contractor Portal dashboard under Company Administration or
On the Add a Company page, enter the company details.
(select image to expand)- Company contact information includes name and address, website, email address, and phone and fax numbers.
- Roles: Links the company with a list of roles, facilitating the search for specific skills in the future.
- Sites company can service: Allows companies or contractors to be selected for permits based on their ability to service specific sites. A company can be assigned to multiple sites. Each contractor within the company can service a number of sites that is equal to or fewer than the total number of sites serviced by their company.
- Sponsor: The primary point of contact for the contracting company, for reference purposes. This individual does not have access or a role within the system.
Choose Save to save the new company. Next, you can navigate to the Company Profile, where you will find options to edit and manage the company’s details.
