Enable Company Access Portal

The Company Access Portal (CAP) allows your companies to manage their own assignments and also their workers. The Dashboard provides a clear snapshot of Company Compliance, showing which tasks are currently outstanding, and of Worker Compliance, showing which of their workers have either declined documents or have expired tasks.

To read more on how the Company Access Portal works, please click here: Company Access Portal*

How to enable the CAP

To enable and manage the CAP for your companies, this is found in the Company's profile in the Company Access Portal tab at the top. 

Until a Company Administrator has been invited, the CAP will be "DISABLED".  Once an admin has been added, the CAP status will change to "ENABLED". 

Add a new Company Administrator

To add company administrators, click on the + New Administrator button.

1. Add the details of the company admin: name & email address
2. Determine the permissions that you would like the admin to have
3. Click Continue
4. Review the details provided and confirm

When a company admin has been added, they will receive an invite to activate their account. Invites are valid for 7 days only; once expired, a new invite will need to be sent.

Permissions

The different permissions will determine what level of access the company admin has. 

Manage Users

Allows the admin to add workers under their company and view the completion status of their tasks.

Submit User Task

Allow the admin to submit documents* on behalf of their workers. 

*Documents are the only type of tasks admins can complete on behalf of their workers.

Edit User Details

Allow the admin to edit the worker's details and also manage their assigned programs.

Toggle User Status

Allow company admins to mark their workers as active or inactive

Edit Company Details

Allow the admin to only edit the company details, e.g., address and contact

Manage Company Admins

Allow the admin to add their own company admins and manage their permissions

Company Programs

Select which Programs can be assigned to workers by Company Administrators. If you select programs, the company admin will only be able to view the programs presented to them. If no programs are selected, the company admin will see the list of all your visible programs by default. 

To select the program/s, click on Manage Programs:

1. Select the program/s you would like to be visible
2. Click on the Add button to move it to the "Assigned" section
3. Click continue
4. Review the details and confirm