Assigning & unlinking Contractors to a site or sites

Learn how to assign and unlink your Contractors to or from a site or sites

Index:

 

How to assign a Contractor to a site

 

Contractors - contractors

The first thing you need to do is click on the Contractors tab on the left-hand side of the main menu.

 

Once you have clicked on the Contractors tab a new screen will appear titled Contractors which will list your contractors.

 

 

Select the Contractor you are after and click on the Edit button on the right-hand side.

 

 

Contractors - assign edit 

 

This will bring up the Contractors details.  Click on the Sites button on the right-hand side.

 

Contractors - assign site

 

A list of sites (if any) that have already been assigned to this contractor will appear.  

 

Contractors - assign list

 

To add a new Site click on the Menu button.

 

Contractors - assign menu-1

 

Contractors - assign link

A drop down box will appear with three options, click on Link Sites.

 

 

 

A list of all your sites will appear.  Any that are already linked will have a Pink Square with a tick in it.  Click in the blank box to the right of the site name to add any additional sites to this customer.  Once you have clicked on all the sites you want to add to this contractor click on the Save & Close button in the right-hand bottom corner and these sites will be linked to that Contractor.

 

Contractors - assign site 1

You can also link ALL sites to a contractor by clicking on the Menu button

 

Contractors - assign menu-1

 

Contractors - assign link all

A drop down box will appear with three options, click on Link ALL Sites.  This will automatically link ALL sites to this Contractor.

 

 

How to view and search sites linked to a Contractor

Contractors - contractors

Click on the Contractors tab on the left-hand side of the main menu.

 

Once you have clicked on the Contractors tab a new screen will appear titled Contractors which will list your contractors.

 

 

Select the Contractor you are after and click on the Edit button on the right-hand side.

 

Contractors - assign edit

 

This will bring up the Contractors details.  Click on the Sites button on the right-hand side.

 

Contractors - assign site

 

A list of sites that have been assigned to this contractor will appear.  You can Search for the site you are after by entering the name or address for the site you are after in the Search field or you can scroll down to find the site you are after.

 

Contractors - assign search

 

 

How to unlink a Contractor from a site

 

To unlink a Contractor from a site click you can either search for the site or scroll through the list of sites.  Once you have located the site you want click on the Unlink button on the right-hand side.

 

Contractors - assign unlink

 

A dialog box will appear asking you to confirm that you want to unlink this site.  If you are sure Click on Yes and this site will disappear from this Contractor.  If you are not sure click on No and the site will remain active for this Contractor.

 

Contractors - assign unlink yes

 

To unlink All sites click on the Menu Button

 

Contractors - assign menu-1

 

Contractors - assign unlink all

A drop down box will appear with three options, click on Unlink All Sites.

 

 

 

A dialog box will appear asking you to confirm that you want to unlink all sites.  If you are sure Click on Yes and all listed sites will disappear from this Contractor.  If you are not sure click on No and the sites will remain active for this Contractor.

 

Contractors - assign unlink dialog

 

Once you unlink a Contractor from a site they will no longer be able to sign in and out of that site or interact with that site by reporting incidents, recording toolbox talks, etc.  

 

 

If you need any further help or have any questions please contact the support team by email support@sitesoft.com or Ph: 0800 848 763