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How do I give a subcontractor user access to their worker's confidential info?

Thank you for your patience while we update our screenshots to the new look. The functionality remains the same, just the look has changed.

As an admin user of the system, you are able to control who on the project is provided with access to view and edit confidential information, including:

  • Contact Details
  • Vehicle Details
  • Address
  • Emergency Contact
  • License Photo + Numbers
  • Medical Checklist

In order to give a subcontractor user access to their worker's confidential information:

  • Navigate to the correct project and using the left hand menu select > Project Settings > Users (only Administrators and Standard Users - that have been granted project ‘admin role’ access can access this menu item.)
  • Use the filter in the top right corner to select 'All' under Subcontractor
  • Select the relevant user from the list of Employer users and tick the appropriate options below.
  • By giving the Employer user access to confidential information, they will be able to view and edit any of their workers personal details and license information (once a reason is provided).

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