Create a contractor

To create a new contractor:

1. Open the navigation bar. If necessary, click the Manage tab.

2. From the Contractors menu, select Create.

   The Contractor Registration page is displayed.

3. Enter information as required in the relevant fields.

   Note Fields marked with an asterisk are required.

   Company information

   Field	Description
   Company Name	The name of the contracting organization.
   Translation	A translation of the contractor's company name, if necessary.
   Industry	The contractor's industry sector to which the contractor belongs.
   Address Town/City County/Region Post code Country	The contractor's address. By default, the country is set to the user's country.
   Main Telephone Number	The main telephone number for the contractor.

   Primary contact information

   The primary contact has full access permission within the Contractor Portal. All communication from the company is sent to the primary contact by default unless otherwise specified.

   To create more contacts for the organization, see Create a contractor contact.

   Field	Description
   First Name	The first name of the contact.
   Last Name	The surname of the contact.
   Email	The email address of the contact. If the contact will sign in to the Contractor Portal using a CONNECT user ID, this must match their user ID.
   Role	The required user role for the contact.

4. Click Save.

   Before a contractor can be used in AVEVA Contract Risk Management, it should be verified. See Verify contractors for more information.

   • If you do not have the Contractor - Verify permission, the page is refreshed so that a new contractor can be created.

   • If you do have the Contractor - Verify permission, the page is refreshed, displaying the details of the new contractor. If the new contractor is suspected to be a duplicate of one or more existing contractors, this information is displayed at the top of the page.

     To verify the contractor, click Verify. The full contractor details are refreshed.

     Otherwise, click Cancel. The contractor will be marked as Unverified, and can be verified at a later date from the Unverified Contractors page.