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.


Type
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] TitleChoose the title of the user from the dropdown list
First NameFirst Name of the User
Last Name
Last Name of the User
[optional] Job TitleJob title within their company
User RolesChoose the user role they will have within Risk Warden. 
UsernameProvide a Username. This will be notified to them via email
PasswordProvide a password. This will be notified to them via email and they will need to change it on first login
Email AddressThe users email address 
[optional] Telephone NumberThe Users land line contact details
[optional] Mobile NumberThe Users Mobile contact details
[optional] Contact Typewhether they are general users or accounts staff




15. Once completed click the Save button .