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General Settings

7

Add users to your account
Create Custom User Access Profiles
Grant user access to NeXafe
Create and modify Management Groups
Manage users and equipment in groups
Customize reports, table filters and headers
Create notifications with integrated reports

Passports

10

Create a worker Passport
Add a contractor passport to your list
Add an equipment to your list
Create items to track in passports
Add documents and dates to passport items
Add a non-required item to a Passport
Create, modify, or delete a requirement list
Assign Requirements to Passports
Manage contractor compliance by project
Validate and approve documents

Our Compliance

9

Update your company profile information
Accept an invitation from a client
Add a document not yet requested by a client
Add a document requested by a client
Invite a new client to collaborate on NeXafe
See examples of key required documents
Reply when a document is rejected by a client
Cancel a collaboration with a client
Update an expired document

Events, Forms & tasks

6

Create a task
Create an event template
Create, publish, or delete Form
Generate an automated task to update a worker passport requirement that will expire
Designing and editing forms
Manage task notifications

Documentation

1

Add a document

My Passport

1

Update Your Documents

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Docs
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