Contractor Management
Onboarding packages, public enrolment links, and temp-staff accounts for contractors
What contractor accounts are
Contractors register as temp-staff users (isTempStaff). They have a limited LMS experience focused on assigned training, risk assessments, external certificate uploads, and their compliance passport QR. They cannot access full admin or catalog features.
Contractor management page
Site Management → Contractor management shows temp-staff users in a familiar user table. You can:
- Add users individually or via bulk import
- Review compliance and assigned training
- Open Onboarding packages to create and manage public enrolment links
Create an onboarding package (wizard)
Sites
Associate one or more sites. Tenant-wide and per-site compliance rules pre-fill the next steps.
Package details
Enter a package name to find it later in Manage packages.
Courses
Select e-learning courses to assign after sign-up. Defaults from compliance rules are merged when you leave the Sites step.
External certificates
Optional: catalog entries in category External Certificate (contractors upload evidence such as CSCS cards).
Risk assessments
Optional: published risk or questionnaire templates — draft assessments are created on signup.
Review
Confirm the package contents and create the link. Copy the URL or display the QR code.
Manage packages
| Action | Purpose |
|---|---|
| View QR / URL | Share with contractors — link format `/contractor/onboard?t={token}` |
| Edit | Change name, sites, courses, certs, risk templates |
| Disable | Prevent new registrations without deleting history |
| Regenerate token | Invalidate old links and issue a new token |
| Apply to users | Push updated package contents to existing temp-staff who used the link |
Tip
What happens on registration
- Contractor validates the link and registers (name, email, password)
- Account created as temp-staff; link usage count incremented
- Selected courses assigned (standard + external certificate requirements)
- Draft risk assessment created per selected published template (uses template default site when valid)
- Contractor is signed in immediately after successful registration
Warning
Related guides
Contractor self-service: For Learners & Contractors. Compliance rules that drive package defaults: Sites & Compliance.