1. Navigate, using the top navigation bar, to Contractors
2. The Contractors page will be shown
3. Click the blue Create button
4 A search box will be displayed that will enable you to see if the contractor is already a User on Risk Warden.
5. Enter a search in the search field and then press search. If the search is matched a list will be shown with the contractors who match.
6. If the contractor that you require is shown then you can request a connection to your company or call on the number provided
7. If the contractor is not shown you can invite them by clicking the Invite button
8. Complete the two fields with the contractors email address and choose the Company from the dropdown list
9. Press the Send Invite button to save and close the form
10. Confirmation that the invite has been sent will be shown.
11. The contractor will then receive an email with the invitation.
12. By clicking the Join Now button the Contractor will be taken to a registration page that once completed will allow him to join your company on Risk Warden.
|Limited Company, Sole Trader, Partnership etc|
|Status||Active or Pending. For an up and running company this would be Active|
|[optional] Sector||Choose the sector that they are working in from the drop down list|
|Display Name||The company Name|
|[optional] Trading Name||The Company name if different from the above|
|[optional] Logo||Upload their company logo|
|[optional] Company Number||Company Number if known|
|[optional] VAT Number||Company VAT Number if known|
|Address 1||The first line of the Company address|
|[optional] Address 2||Extra line if needed|
|Town / City||The Town/City they are located in|
|County / State||The County/State they are located in|
|Country||Choose the Country from a drop down list|
|[optional] Post Code||Address Post Code|
|Admin Email Address||The Person / Department email address for Company contact.|
|[optional] Website||Website if known|
|Telephone Number||The Person / Department Telephone number for Company contact.|
13. Once this page has been completed press the Save & Next Step button
14. This will then take then to the User registration page to complete.
|[optional] Title||Choose the title of the user from the dropdown list|
|First Name||First Name of the User|
|Last Name||Last Name of the User|
|[optional] Job Title||Job title within their company|
|User Roles||Choose the user role they will have within Risk Warden.|
|Username||Provide a Username. This will be notified to them via email|
|Password||Provide a password. This will be notified to them via email and they will need to change it on first login|
|Email Address||The users email address|
|[optional] Telephone Number||The Users land line contact details|
|[optional] Mobile Number||The Users Mobile contact details|
|[optional] Contact Type||whether they are general users or accounts staff|
15. Once completed click the Save button .