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How to add a Contractor

How to:

Learn to add a new contractor in CBA

To add a new contractor navigate to the Carrier level and select the Contractors tab.

1.- Click “Add Contractor”

Pro tip: You can use the in-line search we mentioned before to verify the record doesn’t already exist.  

How to Contractor 4

2.- Click “Add a new contractor”

Fill out all contractor information available and click continue.

Note: Name, Address, and Date of Birth are required to continue with the process. 

Hot to Contractor 5

3.- Review the information and click “Finish”

This will complete the process and a new contractor record will be created. 

How to Contractor 6

 

Filtering Inactive Units on Contractor Page
How to add a unit