I am an admin, setting up your details as a contractor

This is a guide for our office admins, this page specifically refers to the set-up required if you have contractors operating under your office.

You need to set this up if they want their contractor details to appear on the Form6 & Contract

• Go to the agent setting

• Update Sales Agent

Go to the agent setting

• Go to your campaign home page

• Click the App switcher icon next to your name

• Click Tools

• Under Sign - Click Agent

• Select the agent you need to update

• Click Settings

Update Sales Agent

• This is where you would enter the contractor’s details
• The details entered on the agent’s setting populate the license and trading name details in the form and contract
• Click Update Sales Agent to save
• Ensure you ticked Yes to “Is GST Registered”