Page Comparison

Image Removed

Panel

bgColor	#F9F9F9
titleColor	#0e3367
titleBGColor	#EAEAEA
borderStyle	none
title	⦿ How to <replace this text>

Heading 2 looks like this - choose Heading 2 and then change the color to the top row, 5th from the left.

and Heading 3 should look like this - choose Heading 3 and then change the color to the top row, 5th from the left.

Tip

To add a service provider to your private network in Compliance Manager, the provider’s profile should be available in Fixxbook. If you have a preferred service provider who is not in Fixxbook, you can invite the provider to join your private network by registering with Fixxbook. Should you need to create the profile on behalf of the service provider, you can do so and then invite the provider to manage the profile.

Panel

bgColor	#F9F9F9
titleColor	#0e3367
titleBGColor	#EAEAEA
borderStyle	none
title	⦿ How to Create a Service Provider Profile

On the Compliance Summary page, click the Contractors tab. The Active Contractors page opens.
In the top-left section of the page, click Create Contractor. The Company Information section appears.
Image Modified
Open the Country drop-down list, and click the appropriate country name.
Enter additional information in the fields presented based on the country you selected.
Click Next. New information fields appear.
Enter the name of the business.
Enter the name of the Account Manager/Main Contact.
In the Service Requests section, enter the Phone, Fax, and/or Email.
Enter an email and/or fax number to dispatch WO Notes/WO Alerts, Proposals/Proposal Alerts, Invoices/Invoices Alerts, and Training.
Click Next. The Confirm company creation window appears.
Click Continue. The Active Contractors page appears with the list of active service providers, including the service provider you just created. You will be the administrator for this account.

To start working with the service provider, you need to add contact details and invite the provider to manage the profile

.

Adding Contact Details

Before you can invite a service provider to manage the profile, you need to add contact information.

Panel

bgColor	#F9F9F9
titleColor	#0e3367
titleBGColor	#EAEAEA
borderStyle	none
title	⦿ How to Add General Contact Information to a Service Provider’s Profile You Created

On the Compliance Summary page, click the Contractors tab. The Active Contractors page opens.
In the Filters section, click Self-managed, and then select No. The list of profiles you created appear.
Image Modified
Locate and click the name of the desired service provider. The profile page opens.
Click Contacts in the left navigation pane. The General Contacts section appears.
Image Modified
Click Add. The Edit Person window opens.
Enter the Name, Phone, and Email of the service provider.
(Optional) Enter Job title, Mobile, and/or Fax.
Click Save.

Live Search

spaceKey	SCU
additional	page excerpt
placeholder	Search SCU
type	page
labels	fm

Panel

titleColor	#ffffff
titleBGColor	#5fa7d0
borderStyle	groove
title	In this Article

Table of Contents

maxLevel	3
minLevel	2
indent	20px

Panel

titleColor	white
titleBGColor	#75a346
title	Related Articles

Filter by label (Content by label)

showLabels	false
showSpace	false
sort	title
cql	label = "fm"

Versions Compared

Old Version 2

New Version 3

Key

Heading 2 looks like this - choose Heading 2 and then change the color to the top row, 5th from the left.

and Heading 3 should look like this - choose Heading 3 and then change the color to the top row, 5th from the left.

Adding Contact Details