To add a new contractor or supplier, navigate to Contacts > Supplier or Contractor and click 
or 
to create. A side pop-up will appear to enter the business contact details. You will need to fill out their ABN and indicate whether the supplier/contractor is registered for GST, as well as a primary contact.
Once the contact details are entered, you can manage their subcontractor portal access. Click Enable Portal Access to send an invitation. To resend the invite or revoke access, simply select the contact and choose the appropriate option. Once enabled, the supplier or contractor can view their assigned jobs and manage portal access for their staff.
You can customise what each contact can see on their subcontractor portal, even down to individual staff members for each supplier or contractor. For example, some contractors may want their staff to view job schedules but not purchase orders.
To adjust access permissions, navigate to Contacts > Supplier/Contractor > select the relevant Supplier/Contractor > Contacts > select the Contact > Access Permissions. From there, use the tick-boxes to set read/write permissions as needed and Save Changes.
