Manage your colleagues

For customers using the portal

If you’re your organisation’s portal administrator, you’ll see People in the portal.

Invite a colleague

Open People and select Invite a colleague.
Enter their Name, Email address and, if you like, Job title.
Choose their sites and what they Can do: Raise requests, Accept quotes, See invoices, See documents, Manage people.
If they can accept quotes, set an Approval limit (£, inc VAT), up to your own.
Select Send invite.

They get an email to set a password. You can give colleagues the same access as you, or less.

On a colleague’s row, open the menu and select Change, Resend invite or Remove access. Removing access signs them out straight away.

You can’t change your own access. Ask your contractor if you need more.

Open Your account to see your details and choose Emails we send you, such as when a visit is booked or an invoice is issued.