For your company's security, creating a user account is an invite-only process. Only Supervisor users have permission to invite new users, and users only have access to your Certifi workspace once they accept their email invitation. To create a Subcontractor user, follow these steps:
- Navigate to the User Management page by clicking on your company name (in the page's header) and then selecting User Management from the drop-down list.
- Click on New User in the top right (in the current Certifi version, this is now a circle with 3 dots in it).
- You will then be presented with the Invite User page to fill in the new user's details.
- Select Worker as the Certifi Role.
- Select Subcontractor as the Certifi Job.
- This will present the following fields for you to fill in:
Click on the (?) icons for a more detailed explanation of each field.
- Fill out all fields marked with an asterisk (*) as well as any other applicable fields.
This information can be updated later within the user's profile area.
- Once you are happy with the information entered, click Send Invite Email.
- An automatic email is then sent to the specified email address with a link to sign up.
- You will receive a notification email once they have created their account and signed up.
If the user does not receive the invitation email, please first ask them to check their junk mail. If it is not present in their junk mail, follow the instructions here to send another invitation.
To protect the data privacy of our platform users, all data visible in images throughout this article is from a dummy dataset generated expressly for demonstration purposes. It is not real data.