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      How to Invite a Contractor Business Admin in SecurePass

      Inviting Contractor Business Admins into SecurePass is an essential step when using the Contractor Management Feature of SecurePass.

       

      Note: Inviting Contractor Business Admins, can only be performed by organisations that have purchased the SecurePass Contractor Management package and by SYSTEM ADMINS. If you are interested in this, please reach out via this form - Contact HealthSafe  

      For Contractor Business Admins

      As a Contractor Business Admin for your organization, if you have a direct contact at the Client company, kindly reach out to them for a Contractor Admin user creation request, as only they have the authority to do so.

      If you do not have a contact, we can assist you in reaching out to one of their Site Admins. Please contact our support team at support@healthsafe.co or visit our support page at Submit a support ticket (healthsafe.co.nz).

      The HealthSafe Support Team, cannot invite Contractor Business Admins into an organisation without permission from a site contact 

      For Client Site Admins/System Admins 


      Contractor Business Admins are invited to join SecurePass via an email invitation initiated by a Client Site Admin/System Admin and must set up their own user information.


      Here are the general steps on how to invite a Contractor Business Admin in SecurePass:

      1. Log In to SecurePass:
      2. Navigate to the System Users Page:
        • From the homepage dashboard, go to People menu > System Users. 


      3. Invite the Contractor Business Admin:
        • Click on the ‘Invite Admin’ button.
        • Enter the admin’s required information:
          1. Admin Type - Contractor Business Admin
          2. Contractor Business - The exact contractor admin’s contractor business
          3. Email - The exact contractor admin’s email address 
             

      If you have added a email address onto the Contractor Business Admin section of the Business Profile. That email will automatically be added.  This information would have been added by a System Admin. 

      If there are additional admins for the same business that need to be invited. That email address can be removed. 

       

      There is no limit to the number of Contractor Business Admins that can be invited. However they can only be invited into the system from the location in which their Business was originally created within. 

       

        • Review the information and click on the ‘Send Invite’ button.
        • The system will automatically send an invitation email to the new admin containing a link with instructions on how to complete their account setup.

      What Notifications the Contractor Business Admin will

       

      Once the Contractor Business Admin has been invited to manage their business within SecurePass. They will receive an email invitation. 

       

      This email will included 

      • The name of the Contractor Business 
      • The name of the site, the Contractor Business is associated with  
      • The name of the person who has sent out this invite. 
      • A link to complete the set up process. 

      Example of the email notification received.   

       

       

      Note: The Contractor Business Admin, must accept their invitation within 48. If not, the invitation will need to be deleted and resent.