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.
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.
 - 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.
 - 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.
|
