- When should I set up my Records requirements for Companies and Workers?
- How do you invite a new Contractor Company (when there is no Procore integration)?
- How to onboard Individual Worker (no Procore integration)?
- Do I have to invite companies when I have a Procore integration?
- How to onboard Individual Workers with Procore integration?
- How do I set up Records for contracting companies?
- What do the record type options do?
- When a Company record is activated does it apply to all companies?
- How do I set up records for Individual Workers?
- What do the options for Individual Worker Records mean?
- How does a Vendor Administrator log into the portal and change/update the password?
- How do I manage Company Records as a Company Admin?
- How do I invite individual workers as Company Admin?
- How do I manage an Individual Workers profile as Company Admin?
- How do I register and upload my records as an Individual Worker?
- A record doesn’t apply to the work I do (company or individual worker)
- How long before a record expiry is a reminder email sent out to the company admin?