Profiles allow you to customize the requirements contractors must meet within a particular template.
To manage profiles:
Click the Template Name to open its details.
Review the existing profiles associated with that template.
Select an existing profile to modify its requirements, or choose the option to create a new profile.
Configure the applicable questionnaire questions, required documents, and approval conditions.
Save your changes.
Profiles can be customized to reflect different levels of contractor risk, categories of work, or project-specific requirements.
Important: Changes to existing profiles may affect the requirements and approval status of contractors assigned to them. Review your changes before saving.
Assigning Contractors to Profiles
Once profiles are configured, contractors can be assigned to the appropriate profile based on the work they perform.
Contractors may be assigned to multiple profiles, allowing your organization to manage different requirements for different projects, locations, or services.
Each profile maintains its own requirements and approval status.