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Administrator Guide
Last Updated: 2025-09-19
Configure Contractor as Manager

Configure Contractor as Manager

  1. Go to
    More
    Users.
  2. Click on the
    Contractors as Managers
     tab.
  3. Select
    Link New User
    .
  4. Select, or search for and select, a contractor profile.
  5. On the contractor profile, in the
    Linked Manager Account
     section:
    • Select
      Create
       if the profile has never been linked to a manager account. Enter an optional ID, if preferred.
    • Select
      Enable
       if the profile has been linked to a manager account before but is now disabled.
  6. Go to
    More
    Users
    .
  7. Click on the
    Contractors as Managers
     tab and locate the user profile.
  8. Click
    Edit
    .
  9. To assign security permissions for the contractor's manager role, go to the
    Security Roles
     section on their profile and click
    Add New Row
    .
  10. Select
    Resource Manager
     in the
    Security Row
     field.
  11. Click
    Save
    .
Contractors can now log in with their contractor credentials and switch accounts (
Switch Account
All Managed Accounts
) to complete actions in their manager role.