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How do I add a member to a company?

Help Centre category: User & Worker Management

What this helps you do​

Link a worker to the external company they work for. You do this when you add the worker in App Users, not from the company's page.

Before you start​

The company must already be added. See How do I add a company?

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.

For every field in the form, see How do I add a new worker?

Expected result​

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

Troubleshooting​

Why can't I choose a company?​

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).

Why does it say "No companies found."?​

The company has not been added yet. Add the company first.

Can I move an existing worker to a different company?​

No. A worker's company cannot be changed after they are created.