Invite Contractors to Join
Contractor Administrators will invite Contractors to join Frontline CSM to complete trainings and documents prior to starting work.
There are two ways to invite Contractors to join your company, you can invite them Manually or by Import.
How to invite Contractors manually
- Select Invite Users from the desktop.
- Under Invite Users Manually, select Invite Users
- Enter First Name, Last Name, UserID and Email address.
- Select Invite More Users to send out multiple invites at once.
- Select Invite Team Members
This will send the user(s) a confirm your account email which will prompt them to create their user.
How to invite Contractors by Import
- Select Invite Users from the desktop.
- Under Import Users, select Import
- Select Click here to see instructions for additional information. The user import template can be found here as well as attached to this article
- Browse or Drag and Drop a file into the square.
- Select Import.