Invite contractors to the portal

The contractor portal is where your contractors see their purchase orders and submit invoices. It's a web app — nothing to install. You invite each contractor by email from your directory; once they accept, they're in.

1. 01Open Contractors in the sidebar (under Library).
2. 02Find the contractor in the list. If they have an email address, the Portal column shows an Invite pill — one tap sends the invite, and the pill flips to Invited.
3. 03Or open the contractor's page and tap Invite to portal. A dialog confirms which email the invite goes to — tap Send invite.
4. 04The contractor gets an email with a link, creates an account (or signs in), and they're added to your workspace. Their status pill flips to Portal active automatically.

Once signed in, your contractor lands on Your portal — tiles for Outstanding POs, Pending invoices, and Owed this week, with Home, POs, Invoices, and Profile in the nav. When you issue them a purchase order, they're notified by email and SMS where contact details exist. Under Profile they keep their own business details current — business name, ABN, trade, email, phone. Bank details are never stored in SmartM8.

A contractor who works for several builders uses one login and switches between builders from the top bar — each builder only ever sees their own POs and invoices.