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How do I add a member to a company?

You link a worker to a company when you add them in App Users, not from the company's page. Choose External Subcontractor and pick the company in Company.

Before you start​

Steps​

  1. In the left-hand menu, under Platform, click App Users.
  2. Click Create New. The Create App User panel opens.
  3. Choose External Subcontractor.
  4. Fill in the worker's details. In Company, choose the company they work for.
  5. Finish the rest of the form and click Create.

What happens next​

  • You see New app user created successfully.
  • The worker appears in the App Users section of the company's details page.

Good to know​

  • Only External Subcontractor workers can be linked to another company. Employee and Internal Subcontractor workers are always linked to your own business (the default company).
  • A worker's company can't be changed after they are created.
  • For every field in the form, see How do I add an app user?

If something goes wrong​

  • No companies found. means the company hasn't been added yet. Add the company first.