Internal or external Contractors can be given access to the Contractors Portal from the Portal & App tab on the Resource Details page.

From here the Online Portal Settings Column has a number of settings to allow access.

1. Can Login? – Set this to YES to allow access
2. Username – Set a Username
3. Password – Set a Password
4. Show Message When Completing Task
5. Must Acknowledge Message Before Completing Task
6. The Message Upon Completing Task – This message relates to setting 4 & 5
7. Landing Page on Logging in – Choose from Grid View, Mobile Friendly or Dashboard
8. Show Job Budget Information on Job Details
9. Can Reassign Job Tasks To another Resource

There are 2 other sections on this page with settings related to the Contractors Portal.

1. Settings Common to the Online Portal and Resource App

• Completing task completes the job – The job will only be completed once all tasks are completed.
• Require Customer Signature – A signature is required in order for the job to be closed and completed.
• Require Photo Before Completes Task – A photo is required in order for the task to be closed and completed.
• Enable Location / GPS Tracking for Engineers – This allows tracking of location and will display on the completed job.
• Enable Stock – Allows the resource to attach stock to the job.
• Assets Enabled – Allows the resource to view and create assets.
• Can Add Assets – Allows the resource to add assets.
• Enable Quotes – Allows the resource to create and submit quotes.
• Enable Costs – Allows the resource to create and submit Costs.

2. Job/Request Settings Common to the Online Portal and Resource App

• Can Create Job or Request – this allows contractors to be able to create jobs on the fly from the app. Setting this to No will disable the subsequent settings below.
• Creating Job From App Creates Request Or Job – this determines whether a new issue created from the app is created as a new job or a request. Setting this to “Request” will disable the “Allow Self Delivery For New Jobs” setting.
• Allow Self Delivery For New Jobs – this allows contractors using the app to create and deliver new jobs created from the app.
• Ask for Date or Priority – When a user creates a request/job this allows date, priority or neither to be shown to the contractor.

Access can also be given via a link sent out on the Instruct email to the Contractor.

Step 1.  – Go the ‘Email Templates’ in the Settings Area.

Step 2.  – Click on the Job Tasks tab and then on either ‘To Contractor on instruction 1’ or ‘To Contractor on instruction 2’

Step 3.  – Copy and Paste the [LinkToContractorPortal] tag into the main body of the email and click save.

Step 4.  – When creating or editing a Resource/Contractor choose the correct Email template. 

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