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How to invite a new contractor company (without Procore integration)
This article explains how to manually invite a new contractor company using the admin portal when Procore integration is not enabled.
Steps
- Log into the admin portal.
- Click on the Records Tile
- Enter the company name.
- Enter the company admin user's full name.
- Enter the admin user's email address.
- Enter the admin user's mobile number.
- Select which active sites the company can work on.
- Tap on Invite Company to finalize the registration.
Once invited, the admin user will receive an email notification.
Tips
- If your system is integrated with Procore, you must invite companies via Procore. They will sync automatically into the TIKS portal.
- Double-check the email and mobile number to ensure the admin user receives the notification without issues.
Related Articles
- Inviting workers to a site
- Managing site access permissions
- Syncing contractor data from Procore