A Contractor Passport is a NeXafe module activated a contracting company to used to upload and store their corporate compliance information and documents. You need to activate a collaboration with a contractor to be able to assign requirements and access the corresponding documents placed in the contractor’s Passport.
Left menu: Contractors ⇒ Top sub-menu: Passports
- Click on the +Contractor blue button.
- Find the contractor in the list and click the + blue button in front of the company name.
- You can invite multiple companies at once by checking their selection box and clicking on the +Selection button once done.
- The Passport will now be in your Passport table with an active collaboration ready to be added to a project and/or assigned requirements (see how below).
- The contractor is notified of the new collaboration.
If the Company is not in the list
- If you can’t find the company in the list, click the Invite blue button to open the invitation window.
- Fill the information
- The person must be the one that will be managing the Passport at the contractor company.
- Click Invite to send your invitation.
- The person will receive your invitation to collaborate on NeXafe with a link to activate their Passport.
- Your invitation will be added to your External Invitations list (blue button at the top right corner of your Passport table).
- Once the contractor has activated its Passport, it will automatically be added to your Passport list and ready to be added to a project or assigned requirements.
💡 Good to know
- We recommend that you contact contractors not in the list to inform them that you use NeXafe and that they will receive a system invitation (you can validate the contact information at the same time).
- It is also a good idea to formalize your use of NeXafe in your tendering documentation and communication (contractors must have their NeXafe Passport to contract with us…).
Download NeXafe’s Affiliated Collaborator logo
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