Creating a Subcontractor User > Primary Contact

Overview

The Primary Contact is a key role within the HammerTech system. An employer can assign one Company-Level Primary Contact and one Project-Level Primary Contact per project.

This individual can either:

• Be assigned as the Primary Contact for All Projects (available only for Company Admins), or

• Be assigned as the Primary Contact for a Single Project (available for any user role).

Who Should Be the Primary Contact?

Typically, the Primary Contact is not an on-site worker but an office-based staff member responsible for ensuring that personnel have completed inductions and submitted SWMS.

NOTE: If you are looking to add a Nominated Representative (a worker with User access) please read the Creating a Subcontractor User > Nominated Representative article.

Adding a Company-Level Primary Contact

Steps:

1. Log in to HammerTech.

2. Navigate to Employers > Active.

3. Select the relevant Employer Profile.

4. Click the blue plus (+) button to add a Primary Contact.
   
   

   
   
   

5. Enter the email address of the Primary Contact and click Validate.

   • If the email address is linked to an existing user, their details will auto-populate.

6. Fill in the required details, including:

   • Receive Site Notifications – Choose whether the Primary Contact should receive project notifications.

   • Has Access to Confidential Information for All Projects – Only users with 'Allow Access to Confidential Information' permission can view and edit confidential worker information (e.g. contact details, vehicle details, emergency contacts, licences, etc.).

7. Click Submit.

   What Happens Next?

   • The new Primary Contact will receive an activation email and must set up a password to log in.

   • You can check the status of the Primary Contact by revisiting the Employer’s profile.

   • If the status is Pending Activation, you can resend the activation email:

     1. Click the cog icon under Action.

     2. Select View.

     3. In the pop-up window, click Send Reminder.

   • Once the user has activated their account, the status will change to Active.

Adding a Project-Level Primary Contact

Steps:

1. Log in to HammerTech.

2. Select the relevant Project from the top-right corner.

3. Using the left-hand menu, go to Employers > Active.

4. Select the relevant Employer Profile.

5. Click on the specific Project you want to add the Primary Contact to.

6. Click the blue plus (+) button to add a Primary Contact.
   
   
   
   

7. In the pop-up window, select whether you are adding a NEW or EXISTING contact:

   • Existing Contact: Someone from that Employer who already has an account but is not linked to this project.

8. Enter the email address of the Primary Contact and click Validate.

   • If the email address is linked to an existing user, their details will auto-populate.

9. Fill in the required details, including:

   • Receive Site Notifications – Choose whether the Primary Contact should receive project notifications.

   • Has Access to Confidential Information for All Projects – Grants permission to view and edit confidential worker data.

   • Send Welcome Email Immediately – This sends the welcome email associated with the employer and project. If the project is already running, this may not be necessary.

10. Click Submit.