How to Manage Contractors | Government

CLICK on the + CONTRACTORS tab found on the left side of the admin application.

The Contractors tab supports filtering through search.

Active Contractors

The active contractors tab will display current "active" Contractor accounts. The table contains:

• Contractors Information

  • Name

  • Phone

  • Contact Email

• Needs Attention notification

• Contractor Members

• Actions

  • Edit

  • View user list

Deactivate

You may deactivate a contractor in the same way you deactivate Studio Groups.

• Click the "edit" pencil icon to edit the contractor.

• Click the "Deactivate" button

Deactivate Contractor

• The Deactivate Contractor modal will open

• Choose what will happen to Users associated with the Contractor

  • Deactivate Users - Users are all set to a deactivated status.

  • Remove from company - Users are removed from the Contractor and set as individual accounts.

• To complete the deactivation, type "Deactivate Contractor" and CLICK the "Deactivate" button.

Deactivated

The deactivated tab will display deactivated contractors. On this view the following is visible to the admin:

• Name

  • Name

  • Phone Number

  • Deactivated Status Chip

• Actions

  • Activate Contractor button

Activate Contractor

CLICK the ACTIVATE CONTRACTOR button to "re-activate" a studio group. Clicking this button will move the group from the Deactivated tab back to the Active Studio Groups tab.

Deactivated Contractors tab