Adding a New Subcontractor

Modified on Wed, 08 Nov 2023 at 04:49 PM

Step 1: Navigate to: Admin > Subcontractors > '+ New Contractor'

Step 2: Enter the Subcontractor's email address to check if they already exist. An email address is unique, so this is the preferred method of searching.  Now click on 'Search'

Step 3: If the Subcontractor already exists, clixifix® will allow you to connect

Step 4: If the Subcontractor does not exist, then select '+Request' and complete the following form > click 'Submit'

clixifix® Customer Success will add the new contractor and update you as soon as this is available.

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