How to onboard Individual Worker (no Procore integration)?

Log into the admin portal and click on the Records tile.

 

Tap on the Contracting Company you want to invite Individual Workers from and

click on the “View Individuals” button.

At the top of the screen, there are a number of fields to complete to invite an Individual Worker. Complete the following:

1: Add the user's Full Name

2: Add their email address

3: Add their mobile number

4: Select which active sites this user can work on.

5: Tap on the "Invite Individual" button to finalise the registration.

The Admin user for this account will now be notified by email.