HOW TO ACCEPT MEMBERSHIP REQUESTS
As a Builder or Contractor
- From a Worker and Contractor
Whether you’re a Builder or Contractor, you will have to follow the same steps to accept a membership request.
Once you have logged into your profile, take note of the side tabs.
Click on the ‘People’ tab, in this view it is a person icon.
If you’re a Builder click on Builder, and if you’re a Contractor, click on Contractor. These steps are the same.
- This example we’re using a Contractor.
Your Company will appear.
Click on your Company.
You are now in the profile of you Company.
Click on the ‘Members’ tab.
You can see if you have any current requests.
- If you wish to accept the membership request, click on [Accept Request]
- If you wish to decline the membership request, click on [Decline Request]
For this example, we’re going to accept the membership request of worker Demo_Worker neXtrack.
You are taken back to the Contractor main profile.
Click again on the ‘Membership’ tab.
We can now see the worker, Demo_worker Nextrack membership request has been approved and has moved down to the Members section.
If an employee leaves your business, you can remove the worker by clicking on the [Cancel] button.
You can also see if you have any current requests via task notification icon.
The icon will flash when you have a notification waiting – New Membership request.
- See ‘How to manage a Tasks’.
You also have the option to make the worker an Administrator or keep them as a worker by clicking on the down arror and changing their roles.
- An Administrator is able to edit details on this profile
- A Worker cannot edit details on this profile
