Giving Contractors Access to the Contractor Portal.

1. Navigate to https://crm.iamproperty.com/myday

2. In the Users menu. Click "Contractors"

3. 
Select all the Contractors you want to send the login either click this checkbox to select ALL Contractors or click the checkbox beside each individual Contractors

4. To individually add a contractor click this checkbox.

5. Once the recipients are selected, click "Email Details"

6. Click "Yes, Send it!"

7. The Contractor will receive this email, personalised to your company.

8. Click here.

9. To reset the password click here. Click the "Password" field.
Click "Save"

The Contractor can reset their own password from their login screen.

Alert: Alert! The best place to edit the data for a Contractor is in the Contractor record on CRM.

10. Click here.
Click "View/Edit User"
Edit the details and click here to save.

11. Click "View/Edit User"