To be Done by the head Contractor
- Create new contractor profile for the new company by goining to : setting > setup tables > contractor and add a new contractor details
- Duplicate and clone the sites that are currently assigned to the contractor
- Add a suffix number after the site name to indicate to you that this the new site , for example
- Woolworth Bankstown (is the current name), so when you create a new site, name it as (Woolworth Bankstown 01)
- Go to Setting > Users & permissions screen
- Go to the contractor record, change his email if he has a new email
- Go to the “Assigned Sites”
- Remove the old sites from the assigned sites
- Add the new created sites to the contractor
Employee Screen to be done by the contractor
- Get the contactor to “Note down” the employee names , address, phone number , and all detail including current email in a safe place. You can also export the employees from the employee screen to Excel.
- Get the contractor to Remove the current emails from the employee profiles or rename the current employee email into some other emails for example ‘majed@gmail.com’ can be renamed as ‘old.majed@gmail.com’
- Get the contractor to Make all old employee profiles as INACTIVE
- get the contractor to add his employee records again with their original email account that was noted down
- Password.
Automatic Email Invitation:
When a new employee is added, the system will automatically send an email invitation to the new
employee. This email will allow the employee to set their new password.
Manual Password Assignment:
The contractor can manually assign and reset passwords for their employees. They can then inform
their employees of the new password via SMS or phone call.
Click here and
here for the two deafferent ways to reset the employees password