Inviting a Subcontractor to receive email notifications

Modified on Mon, 30 Oct 2023 at 04:15 PM

Only an Administrator can do this.

Step 1: Choose Admin> Subcontractors area

Step 2: Navigate to the Subcontractor that you wish to add a user to, selecting their name

Step 3: Click on the Users tab

Step 4: Select + New User

Step 5: Make sure to complete all the following fields:

                · Forename*

                · Surname*

                · Email*

                · Select- Receive notifications 

Step 6: Click 'Send the Invitation Email' to create. Once a Subcontractor user has accepted their invitation, they will be able to receive notifications of nominations and comments

Step 7: In order to have full access to the Subcontractor portal, each Subcontractor will have an account Admin who can add their own users. Subcontractors who log into clixifix® this way, can sign in and view their respective dashboards

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