All ContractorXchange accounts can be used in two ways:
as a contractor maintaining compliance with your clients (My Clients) and
to manage your own contractors (My Contractors)!
My Contractors Section
In order to view Contractors or Subscribers that have connected with you, the first step is to have the correct account toggle turned to on.
Read this article to ensure your account is enabled for viewing Contractors: How to enable the My Contractors section.
The My Contractors section shows contractors who have connected to you. It displays every contractor along with their approval status and other key info, allowing users to view, manage and compare all contractors in one place.
Read this article to learn how to manage and access your contractors: How to use the My Contractors section.
This is the gateway for managing your contractors from your account.
My Clients Section
Turn on this section by setting the 'I want to provide data for clients' link from within the Account Status widget on the Home Page. You can also go to the 'Edit my Account' from the top right arrow icon and mark the toggle to Yes for 'Provide My Data & Documents to Clients'.
The My Clients section section displays data about your company. This section displays Document Completeness, Questionnaire Completeness, Clients, Locations, Services, CX Evaluation and CX Approval status. You can click from each box to view or manage your data for each item.
The Clients widget displays the Clients you are connected to and your approval status with a client (if applicable).