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
- The company must already be added. See How do I add a company?
Steps
- In the left-hand menu, under Platform, click App Users.
- Click Create New. The Create App User panel opens.
- Choose External Subcontractor.
- Fill in the worker's details. In Company, choose the company they work for.
- 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.