Add a Contractor

PREREQUISITES:

  • The Contractor security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.

  • You must have a country code, state, and zip code set up. See Country Setup for more information.
  • A contractor employee must be defined for each contractor company in order to be added to a case. See Add a Contractor Employee for more information.
  1. From the home page, click PLL and click Contractor Setup.
  2. Click Add on the Contractor panel.

  1. On the New Contractor panel, enter a name in the Company Name field (required) and populate the other fields as desired.
  2. Click Add.