On this page
Invite contractors
You will invite a key contact to the contractor portal.
AdminSite ManagerAll plansContractors
What you'll need
- A contractor company (see Add a contractor company).
- The contact's email address.
Steps
- 1
Open Contractors and select the company.
1 - 2
Open the Portal access tab.
2 - 3
Select Invite.
3 - 4
Enter their Email, First name and Last name, and Phone if you have it.
4 - 5
Select Send invite. You'll see "Invite sent to …", and their row shows Pending invite.
5 - 6
Once they accept, they sign in and see Home, My Company, My Team Members, My Files and My Risk Assessments.
6
Note
Each company can have up to 5 key contacts. The tab shows how many you've used, for example "1 of 5 Key Contact seats used". Contractors only see their own company's information.
What's next
- Give a contractor a monthly report Publish a monthly report and assign it to contractor companies.
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Contact usUpdated 13 Oct 2026