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In this release, you can now:

  • Assign specific responsibilities to your contractor representatives with delegated company manager (DCMs) controls, to help reduce the admin you’ll have to do, while still keeping control 

 

What you’ll love about this new functionality

Now in early access: your contractor companies can manage their own documentation, user access, and compliance updates—without you having to chase them. By assigning Delegated Company Managers (DCMs), contractors can keep their information up to date, ensuring compliance and reducing manual workload for your team.

Key benefits:

  • Less admin for you – Shift responsibility to contractor representatives, freeing up you and your team; delegated managers can manage their own documents and users reducing your team’s workload.
  • Improved compliance without the headache – Ensure certifications, licenses, and insurances stay up to date. Delegated managers can receive notifications when key documents are expiring, helping maintain up-to-date records.
  • Speedy onboarding for your contractors – Delegated managers can prequalify their own teams and ensure contractors are ready to work from day one. 

How to get started with the new release

Companies is currently in early access, which you can unlock by selecting Companies from your organization name on the lower-left corner, and click Get Early Access. 

You can assign up to five Delegated Company Managers (DCMs) per contractor company, giving them the ability to upload and manage compliance documents and add users —all while maintaining restricted access to only their company’s details. This ensures that contractors can keep their records accurate without adding extra work for your team. To learn more about Companies, visit our help center. 

 

What’s next?

We’re working on exception notifications for customers, so you’ll be alerted only when something truly needs your attention—without unnecessary noise. We’re also exploring document approval workflows for more structured compliance management. Got suggestions on how we can improve? Let us know in the comments? 

 

This will be great for vendors that may interact with the platform for other reasons or that are willing to manage their documents!

I would love to see one more user-type other than just Member and Company Manager (external persons) - we need Company Editor/Owner (internal person). These would be people at our own company who can modify the profile and settings of the company, update the documents, and receive the same notifications that the company manager (external person) will eventually receive. This person’s activity should not be tracked in the “user activity” of the company which is the issue we have today if we were to assign them as a Company Manager.  I would couple this with a new user permission which allows a user to create their own companies.  Those they create automatically assign them as a user type of Company Editor/Owner within that company, but they could optionally remove themselves if desired.

Hi Corey, 

Thanks for the feedback - this is on our roadmap and something we’re hopefully kicking off in about a month. However, for the first iteration we won’t be linking sites and companies (as per your previous feedback) due to complexity but it something we believe we should tackle down the line. 

In the meantime, please do let me know if you have any feedback on the Company Manager (external persons) release. 

Many thanks,

Giustina

Hi ​@christina.lord 

This is a great step forward. Am I right in saying we would have to assign them a seat in SC?

That’s the downside. 

Hi Andrew!

You can assign them on a free seat. We have allowed for this based on feedback that they will infrequently returning to the platform after the prequalification process has been completed. 

Many thanks,

Giustina

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