How to create a login for a contractor in the portal

To enable contractors to ‘log in’ to the portal to pick up tickets and respond to you (they can’t communicate directly with the client) you need to create a new user for them.

When setting them up:

  1. Ensure you create them as contractors
  2. Assign them to the developments they might work on
  3. Select the contractor they correspond to in CRM from the drop-down list
  4. and then, if they are a supervisor, give them permission to see other contractors tickets (by adding those contractors names in the list).