Managing Subcontractors in Site360 Admin Portal

Modified on Thu, 17 Sep at 6:52 PM

Step-by-step guide on how to manage your subcontractors within the Site360 administration portal.

Navigating to the Subcontractors Tab

1

Sign into the Admin Portal: admin.site360.io

When you sign in it will take you directly to the Relationships tab. Click Subcontractors in the left navigation column.

Subcontractors in left navigation

Inviting a Subcontractor

2

Click on the drop-down arrow in the top right corner under Select Business, then click the relevant business name and Invite.

Select Business drop-down and Invite
3

Enter the subcontractor's ABN number and then click Search.

ABN search field
4

Confirm the business details by toggling the switch to Yes. Enter the business address details and select the operating states by clicking the drop-down arrow and selecting the state, then click Next.

Confirm business details
5

Enter the following details for your subcontractor's primary contact:

  • First Name
  • Last Name
  • Land/Mobile Number
  • Email

Then click Next.

Primary contact details
6

Your subcontractor will now be sent an invitation.

Entity statuses

  • Invited You have sent them an invite, however they have not yet accepted it.
  • Pending They have accepted your invitation, however they have not completed the Risk Profile.
  • Approved They have accepted the invitation and completed the Risk Profile.
Subcontractor invitation status
!

Please note: subcontractors do NOT need to complete the entire onboarding process. They will only need to complete the Risk Profile and manage their team.

Viewing Subcontractor Details

7

Click on the drop-down arrow next to View and select View Details.

View Details option

Removing a Subcontractor

8

Click on the drop-down arrow and click on Remove Relationship.

Remove Relationship option
9

Enter the company name in the box and then click Remove.

Confirm removal

Still need a hand?

Reach out to the Site360 Support team and we'll get you sorted.

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