{"id":31137,"date":"2020-10-27T20:26:25","date_gmt":"2020-10-27T20:26:25","guid":{"rendered":"https:\/\/www.okappy.com\/?post_type=avada_portfolio&#038;p=31137"},"modified":"2020-10-28T09:55:08","modified_gmt":"2020-10-28T09:55:08","slug":"view-subcontractor-connection-details","status":"publish","type":"avada_portfolio","link":"https:\/\/www.okappy.com\/support-article\/view-subcontractor-connection-details\/","title":{"rendered":"View subcontractor connection details"},"content":{"rendered":"<p><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 fusion-flex-container nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row fusion-flex-align-items-flex-start\" style=\"max-width:1144px;margin-left: calc(-4% \/ 2 );margin-right: calc(-4% \/ 2 );\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-flex-column\"><div class=\"fusion-column-wrapper fusion-flex-justify-content-flex-start fusion-content-layout-column\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\">@media only screen and (max-width:1024px) {.fusion-title.fusion-title-1{margin-top:0px!important; margin-right:0px!important;margin-bottom:31px!important;margin-left:0px!important;}}@media only screen and (max-width:640px) {.fusion-title.fusion-title-1{margin-top:0px!important; margin-right:0px!important;margin-bottom:20px!important; margin-left:0px!important;}}<\/style><div class=\"fusion-title title fusion-title-1 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Viewing and editing subcontractor connection details<\/h1><\/div><div class=\"fusion-text fusion-text-1\"><p>Your subcontractor connections database is available from the connections screen. Read on for a quick overview of the functions and information available for each of your subcontractor connections.<\/p>\n<\/div><style type=\"text\/css\">@media only screen and (max-width:1024px) {.fusion-title.fusion-title-2{margin-top:0px!important; margin-right:0px!important;margin-bottom:31px!important;margin-left:0px!important;}}@media only screen and (max-width:640px) {.fusion-title.fusion-title-2{margin-top:0px!important; margin-right:0px!important;margin-bottom:20px!important; margin-left:0px!important;}}<\/style><div class=\"fusion-title title fusion-title-2 fusion-sep-none fusion-title-text fusion-title-size-three\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h3 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:22;--minFontSize:22px;line-height:1.44;\">Viewing subcontractor connection details<\/h3><\/div><div class=\"fusion-text fusion-text-2\"><p>To view your subcontractor connection details, click the connections icon\u00a0<img class=\"lazyload size-full wp-image-26586\" title=\"Connections icon\" src=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%2720%27%20height%3D%2720%27%20viewBox%3D%270%200%2020%2020%27%3E%3Crect%20width%3D%2720%27%20height%3D%2720%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/users-orange-icon1.png\" alt=\"Connections icon\" width=\"20\" height=\"20\" \/>\u00a0from anywhere within the web app and then choose <strong>Subcontractors<\/strong>.<\/p>\n<p><img class=\"lazyload wp-image-31138 size-large\" title=\"employee screen\" src=\"https:\/\/okappyimages.okappy.com\/web-subcontractor-connections-screen-1024x715.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-subcontractor-connections-screen-1024x715.png\" alt=\"web subcontractor connections screen\" width=\"1024\" height=\"715\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27715%27%20viewBox%3D%270%200%201024%20715%27%3E%3Crect%20width%3D%271024%27%20height%3D%27715%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/web-subcontractor-connections-screen-200x140.png 200w, https:\/\/okappyimages.okappy.com\/web-subcontractor-connections-screen-300x209.png 300w, https:\/\/okappyimages.okappy.com\/web-subcontractor-connections-screen-400x279.png 400w, https:\/\/okappyimages.okappy.com\/web-subcontractor-connections-screen-600x419.png 600w, https:\/\/okappyimages.okappy.com\/web-subcontractor-connections-screen-768x536.png 768w, https:\/\/okappyimages.okappy.com\/web-subcontractor-connections-screen-800x559.png 800w, https:\/\/okappyimages.okappy.com\/web-subcontractor-connections-screen-1024x715.png 1024w, https:\/\/okappyimages.okappy.com\/web-subcontractor-connections-screen-1200x838.png 1200w, https:\/\/okappyimages.okappy.com\/web-subcontractor-connections-screen.png 1335w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<\/div><style type=\"text\/css\">@media only screen and (max-width:1024px) {.fusion-title.fusion-title-3{margin-top:0px!important; margin-right:0px!important;margin-bottom:31px!important;margin-left:0px!important;}}@media only screen and (max-width:640px) {.fusion-title.fusion-title-3{margin-top:0px!important; margin-right:0px!important;margin-bottom:20px!important; margin-left:0px!important;}}<\/style><div class=\"fusion-title title fusion-title-3 fusion-sep-none fusion-title-text fusion-title-size-three\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h3 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:22;--minFontSize:22px;line-height:1.44;\">Finding a subcontractor connection<\/h3><\/div><div class=\"fusion-text fusion-text-3\"><p>From within the subcontractor screen, quickly find your subcontractor by entering any part of their details in the smart filter.<\/p>\n<p><img class=\"lazyload wp-image-31139 size-large\" title=\"employee smart filter\" src=\"https:\/\/okappyimages.okappy.com\/web-subcontractor-filter-1024x715.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-subcontractor-filter-1024x715.png\" alt=\"web subcontractor filter\" width=\"1024\" height=\"715\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27715%27%20viewBox%3D%270%200%201024%20715%27%3E%3Crect%20width%3D%271024%27%20height%3D%27715%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/web-subcontractor-filter-200x140.png 200w, https:\/\/okappyimages.okappy.com\/web-subcontractor-filter-300x209.png 300w, https:\/\/okappyimages.okappy.com\/web-subcontractor-filter-400x279.png 400w, https:\/\/okappyimages.okappy.com\/web-subcontractor-filter-600x419.png 600w, https:\/\/okappyimages.okappy.com\/web-subcontractor-filter-768x536.png 768w, https:\/\/okappyimages.okappy.com\/web-subcontractor-filter-800x559.png 800w, https:\/\/okappyimages.okappy.com\/web-subcontractor-filter-1024x715.png 1024w, https:\/\/okappyimages.okappy.com\/web-subcontractor-filter-1200x838.png 1200w, https:\/\/okappyimages.okappy.com\/web-subcontractor-filter.png 1335w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<\/div><style type=\"text\/css\">@media only screen and (max-width:1024px) {.fusion-title.fusion-title-4{margin-top:0px!important; margin-right:0px!important;margin-bottom:31px!important;margin-left:0px!important;}}@media only screen and (max-width:640px) {.fusion-title.fusion-title-4{margin-top:0px!important; margin-right:0px!important;margin-bottom:20px!important; margin-left:0px!important;}}<\/style><div class=\"fusion-title title fusion-title-4 fusion-sep-none fusion-title-text fusion-title-size-three\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h3 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:22;--minFontSize:22px;line-height:1.44;\">Editing subcontractor details<\/h3><\/div><div class=\"fusion-text fusion-text-4\"><p>To edit your subcontractor&#8217;s\u00a0details, click the three dots icon next to the relevant subcontractor to bring up the <strong>Subcontractor actions<\/strong> menu.<\/p>\n<p><img class=\"lazyload wp-image-31142 size-large\" title=\"employee actions menu\" src=\"https:\/\/okappyimages.okappy.com\/web-subcontractor-actions-menu-1024x715.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-subcontractor-actions-menu-1024x715.png\" alt=\"web subcontractor actions menu\" width=\"1024\" height=\"715\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27715%27%20viewBox%3D%270%200%201024%20715%27%3E%3Crect%20width%3D%271024%27%20height%3D%27715%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/web-subcontractor-actions-menu-200x140.png 200w, https:\/\/okappyimages.okappy.com\/web-subcontractor-actions-menu-300x209.png 300w, https:\/\/okappyimages.okappy.com\/web-subcontractor-actions-menu-400x279.png 400w, https:\/\/okappyimages.okappy.com\/web-subcontractor-actions-menu-600x419.png 600w, https:\/\/okappyimages.okappy.com\/web-subcontractor-actions-menu-768x536.png 768w, https:\/\/okappyimages.okappy.com\/web-subcontractor-actions-menu-800x559.png 800w, https:\/\/okappyimages.okappy.com\/web-subcontractor-actions-menu-1024x715.png 1024w, https:\/\/okappyimages.okappy.com\/web-subcontractor-actions-menu-1200x838.png 1200w, https:\/\/okappyimages.okappy.com\/web-subcontractor-actions-menu.png 1335w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>From there you can<\/p>\n<ul>\n<li>Send login details to a contact at the subcontractor<\/li>\n<li>Change details if the subcontractor is not using Okappy, or request a change if they are<\/li>\n<li>Change how the subcontractor is recognised in your account settings<\/li>\n<li>Convert the connection from a subcontractor to a customer<\/li>\n<li>Delete the subcontractor\u00a0connection<\/li>\n<\/ul>\n<\/div><style type=\"text\/css\">@media only screen and (max-width:1024px) {.fusion-title.fusion-title-5{margin-top:0px!important; margin-right:0px!important;margin-bottom:31px!important;margin-left:0px!important;}}@media only screen and (max-width:640px) {.fusion-title.fusion-title-5{margin-top:0px!important; margin-right:0px!important;margin-bottom:20px!important; margin-left:0px!important;}}<\/style><div class=\"fusion-title title fusion-title-5 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Additional options<\/h1><\/div><div class=\"fusion-text fusion-text-5\"><p>Quick links are available for each of your subcontractors. This provides access to:<\/p>\n<ul>\n<li>Subcontractor notes<\/li>\n<li>Documents<\/li>\n<\/ul>\n<\/div><style type=\"text\/css\">@media only screen and (max-width:1024px) {.fusion-title.fusion-title-6{margin-top:0px!important; margin-right:0px!important;margin-bottom:31px!important;margin-left:0px!important;}}@media only screen and (max-width:640px) {.fusion-title.fusion-title-6{margin-top:0px!important; margin-right:0px!important;margin-bottom:20px!important; margin-left:0px!important;}}<\/style><div class=\"fusion-title title fusion-title-6 fusion-sep-none fusion-title-text fusion-title-size-three\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h3 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:22;--minFontSize:22px;line-height:1.44;\">View and add subcontractor notes<\/h3><\/div><div class=\"fusion-text fusion-text-6\"><p>Click the <strong>Notes<\/strong> quick link to view notes for that subcontractor connection and add new notes.<\/p>\n<p><img class=\"lazyload wp-image-31140 size-large\" title=\"web customer contacts\" src=\"https:\/\/okappyimages.okappy.com\/web-subcontractor-notes-1024x715.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-subcontractor-notes-1024x715.png\" alt=\"web subcontractor notes\" width=\"1024\" height=\"715\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27715%27%20viewBox%3D%270%200%201024%20715%27%3E%3Crect%20width%3D%271024%27%20height%3D%27715%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/web-subcontractor-notes-200x140.png 200w, https:\/\/okappyimages.okappy.com\/web-subcontractor-notes-300x209.png 300w, https:\/\/okappyimages.okappy.com\/web-subcontractor-notes-400x279.png 400w, https:\/\/okappyimages.okappy.com\/web-subcontractor-notes-600x419.png 600w, https:\/\/okappyimages.okappy.com\/web-subcontractor-notes-768x536.png 768w, https:\/\/okappyimages.okappy.com\/web-subcontractor-notes-800x559.png 800w, https:\/\/okappyimages.okappy.com\/web-subcontractor-notes-1024x715.png 1024w, https:\/\/okappyimages.okappy.com\/web-subcontractor-notes-1200x838.png 1200w, https:\/\/okappyimages.okappy.com\/web-subcontractor-notes.png 1335w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<\/div><style type=\"text\/css\">@media only screen and (max-width:1024px) {.fusion-title.fusion-title-7{margin-top:0px!important; margin-right:0px!important;margin-bottom:31px!important;margin-left:0px!important;}}@media only screen and (max-width:640px) {.fusion-title.fusion-title-7{margin-top:0px!important; margin-right:0px!important;margin-bottom:20px!important; margin-left:0px!important;}}<\/style><div class=\"fusion-title title fusion-title-7 fusion-sep-none fusion-title-text fusion-title-size-three\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h3 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:22;--minFontSize:22px;line-height:1.44;\">View and add documents for a subcontractor<\/h3><\/div><div class=\"fusion-text fusion-text-7\"><p>Click the <strong>Documents<\/strong> quick link to view documents for that subcontractor connection and add new documents.<\/p>\n<p><img class=\"lazyload wp-image-31141 size-large\" title=\"web customer contacts\" src=\"https:\/\/okappyimages.okappy.com\/web-subcontractor-documents-1024x715.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/web-subcontractor-documents-1024x715.png\" alt=\"web subcontractor documents\" width=\"1024\" height=\"715\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271024%27%20height%3D%27715%27%20viewBox%3D%270%200%201024%20715%27%3E%3Crect%20width%3D%271024%27%20height%3D%27715%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/web-subcontractor-documents-200x140.png 200w, https:\/\/okappyimages.okappy.com\/web-subcontractor-documents-300x209.png 300w, https:\/\/okappyimages.okappy.com\/web-subcontractor-documents-400x279.png 400w, https:\/\/okappyimages.okappy.com\/web-subcontractor-documents-600x419.png 600w, https:\/\/okappyimages.okappy.com\/web-subcontractor-documents-768x536.png 768w, https:\/\/okappyimages.okappy.com\/web-subcontractor-documents-800x559.png 800w, https:\/\/okappyimages.okappy.com\/web-subcontractor-documents-1024x715.png 1024w, https:\/\/okappyimages.okappy.com\/web-subcontractor-documents-1200x838.png 1200w, https:\/\/okappyimages.okappy.com\/web-subcontractor-documents.png 1335w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<\/div><\/div><style type=\"text\/css\">.fusion-body .fusion-builder-column-0{width:100% !important;margin-top : 0px;margin-bottom : 20px;}.fusion-builder-column-0 > .fusion-column-wrapper {padding-top : 0px !important;padding-right : 0px !important;margin-right : 1.92%;padding-bottom : 0px !important;padding-left : 0px !important;margin-left : 1.92%;}@media only screen and (max-width:1024px) {.fusion-body .fusion-builder-column-0{width:100% !important;order : 0;}.fusion-builder-column-0 > .fusion-column-wrapper {margin-right : 1.92%;margin-left : 1.92%;}}@media only screen and (max-width:640px) {.fusion-body .fusion-builder-column-0{width:100% !important;order : 0;}.fusion-builder-column-0 > .fusion-column-wrapper {margin-right : 1.92%;margin-left : 1.92%;}}<\/style><\/div><\/div><style type=\"text\/css\">.fusion-body .fusion-flex-container.fusion-builder-row-1{ padding-top : 0px;margin-top : 0px;padding-right : 0px;padding-bottom : 0px;margin-bottom : 0px;padding-left : 0px;}<\/style><\/div><div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-2 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-1 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-8 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">For further information<\/h1><\/div><div class=\"fusion-text fusion-text-8\"><p>For further information search in our <a href=\"https:\/\/www.okappy.com\/support\">support pages<\/a> or <a href=\"https:\/\/www.okappy.com\/forum\">forum<\/a><\/p>\n<\/div><div class=\"fusion-clearfix\"><\/div><\/div><\/div><\/div><\/div>\n<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Your subcontractor connections database is available from the connections screen. Read on for a quick overview of the functions and information available for each of your subcontractor connections.<\/p>\n","protected":false},"author":1,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"spay_email":""},"portfolio_category":[312],"portfolio_skills":[],"portfolio_tags":[602,603,600,599,601],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>View subcontractor connection details - Okappy<\/title>\n<meta name=\"description\" content=\"Your subcontractor database is available from the connections screen. 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