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CM - Manage Users - Sent Invitations

CM - Manage Users - Sent Invitations

by MTAW Admin -
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MANAGE USERS - SENT INVITATIONS


The Manage Users - Sent Invitations menu is where a Principal Contractor is approved. This is for Principal Contractors who have been sent an invitation to make a submission to become an approved Contractor.

To approve a Principal Contractor:

1. Click Sent Invitations in the Manage Users menu and scroll through to locate the Principal Contractor that you are reviewing.

2. Click Approve in the Actions column.

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3. Review the Principal Contractor's details to ensure that insurances are valid, evaluation form is completed and signed and that sole traders have income protection.

4. If the above requirements are met, click Approve

Below is a description of each option:

Approve - accepts the company.

Deny - company not suitable or not required.

Need more info - request further or amended information from the Principal Contractor.

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Once the company has been approved, the Principal Contractor will receive a Notification of Approval email and an email with their conTrac login details. Examples of both are below.


Notification of approval example:

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conTrac login details example:

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The Principal Contractor can now login and review or edit their company information. This includes adding new employees and completing their Inductions. 

Details on  how to login to conTract and how to use conTrac are in the Principal Contractor How to Guide. 

Principal Contractors can access this guide by clicking on the "book" icon in the top right hand corner of their login page.

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