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Tip

You can manage the settings for the following through

the 

the Company Settings

 page

 page:

  • Search statistic visibility
  • Frequency of expiration alerts for Insurance and Diverse Contractor Certification
  • Approval requirement for remittance address change by service providers
  • Criteria for accepting invited service providers into your private network
  • Regional settings, including the interface language, currency, date and time formats.

Search Statistic Visibility

The setting for Search Statistic Visibility determines whether service providers can see your company name in their search statistic when you either search for or view their profiles. When you set your company name to the “not visible” option, service providers will only see “Private” instead of your company name in the search statistic.

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title⦿ How to Update Search Statistic Visibility
  • In the far-right corner of the submenu at the top, click Settings (gear icon). The Settings page appears.
  • At the top of the page, click the Company tab. The Manage Permissions page appears.
  • In the left navigation menu, click Company Settings.
    1. Update the search statistic settings as desired:
      1. To make your company name visible - Check the Visible for search statistic box.
      2. To keep your company name private - Uncheck the Visible for search statistic box.

    Frequency of Expiration Alerts

    For Insurance and Diverse Contractor Certificate expiration notices, you may choose users to receive alerts on a weekly, semi-monthly, or monthly basis, or never.

    Note
    Note:

    You may manage other types of alerts through the Alerts Subscription page.

    Screenshot showing alerts frequencyImage Added

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    title⦿ How to Update Frequency for Expiration Alerts
  • In the far-right corner of the submenu at the top, click Settings (gear icon). The Settings page appears.
  • At the top of the page, click the Company tab. The Manage Permissions page appears.
  • In the left navigation menu, click Company Settings.
    1. Select the desired option for service providers’ Insurance expiration alert.
    2. Select the desired option for Diverse Contractors’ Certificate expiration alert. Users will now receive alerts as per the selected frequency.

    Approval for Remittance Address Change

    Accurate remittance address is crucial for making payments to service providers. While Compliance Manager allows you to approve remittance address changes made by service providers, we recommend you do not use this feature as it may cause delays for service providers in receiving payment. Simply update the service provider's address in your required systems and make future payments to the correct address.

    Screenshot showing the remittance addressImage Added

    Private Network Acceptance Criteria

    You may accept service providers into your private network, either

    • After they complete all your requirements, or
    • As soon as they complete dispatch preferences

    Screenshot showing the PN criteriaImage Added

    When you enable the Private Network Acceptance Criteria, you will not be able to accept service providers into your private network until they have 100% completion of your requirements.

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    title⦿ How to Update Private Network Acceptance Criteria
  • In the far-right corner of the submenu at the top, click Settings (gear icon). The Settings page appears.
  • At the top of the page, click the Company tab. The Manage Permissions page appears.
  • In the left navigation menu, click Company Settings.
    1. Update acceptance criteria:
      1. To activate - At the bottom of the page, check the box next to Accept contractors only if section requirements are met. You can accept service providers with active invitations only after they complete all your requirements.
      2. To deactivate - At the bottom of the page, uncheck the box next to Accept contractors only if section requirements are met. You can accept service providers with active invitations as soon as they complete dispatch preferences.

    Regional Settings

    Regional company settings allow you to select the interface language, currency code, date and time formats.  

    Screenshot showing the regional settingsImage Added

    You can change: 

    • Interface language 
    • Currency code 
    • Time format 
    • Date format 

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