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Subcontractor Portal Users
Navigate: Portal > Dashboard
Once logged in, portal users can access My Account by clicking on the username in the
upper right corner of the screen and then selecting My Account. This screen provides
access to edit the user’s email address, change Password, and manage Attachments
(such as resumes). MY Account also provides Permission information regarding Access
Type, Roles, and Approval Groups.
HR Administrator - My Organization
The Subcontractor Portal HR Admin role can add, edit, and delete users in the portal or
import records for their team (with same Person Organization). The My Organization
screen is used by the HR Admin to manage portal users for their Person Organization.
Navigate: Portal > Dashboard > My Organization > People
The HR Admin can maintain user profile information (PEOPLE tab) to add, delete, and
inactivate users. They can view a list of the users' timesheets (TIMESHEETS tab) and
expense reports (EXPENSES tab).
The Search field can narrow the list of people as you type a first name, last name, or
username. The Filters icon can narrow down the results based on Status, Effective
Date, Roles, and Approval Groups. Click Apply Filters to filter the listing. Click Clear
All and then Apply Filters to see full listing again.
Click on a row to see the User’s Account DETAILS and any ATTACHMENTS.
The ATTACHMENTS tab is used to view and add additional documentation to a user’s
record, such as a resume. To add attachments, click on Add Attachments at the
bottom of the page. Then either drag and drop or browse for files to upload (multiple
files can be uploaded at once), then click Upload. Certain graphics file formats are
known to result in much larger files sizes than others (jpg and gif files tend to be much
smaller than tif and png file formats).
LESSON 2 ADMINISTERING - SUBCONTRACTOR PORTAL
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