Who is this article for?

Company Admins who need to invite individual workers into the TIKS system.

THIS access to the system portal using Company Admin credentials and THESE permissions to manage worker records are required.

This article explains how Company Admins can invite individual workers to register in the TIKS system and assign them to relevant client locations.

Steps

Step 1: Log into the system portal

Use your Company Admin credentials to access the portal.

Step 2: Open the Records section

From the home screen, select the Records tile.

Step 3: View individual workers

Click the View Individuals button in the Actions column on the far right.

Step 4: Invite individual workers

Use the top bar on the Individuals screen to enter the following details:

• Full Name
• Email address
• Contact telephone number
• Client location(s) where the individual will be conducting works
  

Once complete, click Invite Individual.

Tips

• Ensure the email address is correct to avoid delivery issues.
• Assign the correct client locations to ensure proper site access.
• Each invited worker will receive an email prompting them to download and register on the application.

Related Articles

• How to onboard individual workers with Procore integration
• How to manage company records as a Company Admin
• Understanding individual worker record options in TIKS