- From the Companies List, hover over ‘Companies’ in the menu bar.
- Select ‘Starting-Up’ from the drop-down.
- Click ‘Startup Details’ alongside the correct company.
- At the bottom of the page, click ‘Generate link for client’.
- Enter a Subject for the Email.
- Select the ‘Generate link for client’ report template from the drop-down.
- Make sure the message is correct and click ‘Send’.
- This will generate a pin that must be provided to the contractor to give them access to enter their details into the system directly.
Please Note: Their username will be their email address, and their password will be their pin.