How to set up a Contractor Company and Individual Workers

How you onboard a new Contractor Company (no Procore integration)

Inviting a new Contracting Company (no Procore)

The instructions below are to manually invite a contracting company to onboard. When using the Procore integration, the companies you already have on Procore will automatically be added to TIKS Records. However, you will have to manually invite an Administrator for each of the synced companies from Procore.

1. Log into the admin portal
2. Tap on the "Records" button

Next, to invite a Contracting Company you will need to fill in the following fields:
Step 1: Add the Company name
Step 2: Add the Company Admin user's Full Name
Step 3:Add their admin user's email address
Step 4: Add their admin user's mobile number
Step 5: Select which active sites this Company can work on.

Now tap on the "Invite Company" to finalise the registration. The Admin user for this account will now be notified by email.

 

How to onboard Individual Workers (no Procore integration)

The instructions below are to manually invite an Individual Worker to onboard.

When using the Procore integration, the companies you already have on Procore will automatically be added to TIKS as will any users under those companies. However, you will have to manually select an Administrator for each of the synced users from Procore by editing their Role (Pencil icon).

1. Log into the admin portal
2. Tap on the "Records" button
3. Tap on the Contracting Company you want to invite Individual Workers from

Next, to invite an Individual Worker you will need to fill in the following fields:
Step 1: Add the user's Full Name
Step 2: Add their email address
Step 3: Add their mobile number
Step 4: Select which active sites this users can work on.

Now tap on the "Invite Individual" button to finalise the registration. The Admin user for this account will now be notified by email.

How to onboard a new Contractor Company (with Procore integration)

When TIKS is integrated with Procore, all companies in that project's Directory will come across to TIKS under the Records tile.

Due to the integration, Contractors Companies MUST be  invited to your project in Procore first. Once the new company is added, it will be synced and appear in TIKS under the Records tile. 

Contractor Companies cannot be added directly into TIKS when Procore integration is turned on.

 

How to onboard Individual Workers (with Procore integration)

When TIKS is integrated with Procore, all companies in that project's Directory will come across to TIKS under the Records tile. In addition, all users under those companies in the Directory will also be brought across to TIKS under their relevant companies.

Due to the integration, Contractors Companies MUST be  invited to your project in Procore first. Once the new company is added, it will be synced and appear in TIKS under the Records tile.  However, Individual Workers may be added manually directly into TIKS, as users on Procore may not necessarily attend site to perform work.

When Individual Workers are added under Contractor Companies, their time on site will also be tallied up and added to Site Diary/Manpower on Procore. The Individual Worker's profile created in TIKS will not be shown on Procore.

Contractor Companies cannot be added directly into TIKS when Procore integration is turned on.