How Do I Create New External Companies In My Account?

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When using Contractor Safety, adding company profiles to your account is a must. Company profiles help organize External Workers into Locations as well as dictate the exact Forms and Resources they will see and sign on site.

How do I create a new Company?

1. Select "Companies" from the Navigation Bar.

2. Select "New Company".

3. Enter the Company Name and select a Company Type, then select "Create".

For information on creating Company Types, click here.

4. Assign the Company to the Location Profiles that they need to access. This will make it easier for your Workers to find the names of Companies when they are using the Mobile App.

How are 'Companies' Used?

1. Admin Panel: You can filter by Company Name on your Safety Monitor to see all Forms signed by External Workers at that Company.

2. Mobile App: When an External Worker scans an Access QR Code on-site or clicks an Access Link, they will be asked to select a Company before signing any Forms or Resources. From there, they will have access to any Forms or Resources that have been assigned to this Location's SiteDocs Lite™ Access Link.