Sending Contractor Welcome Invites

Which method to use

• One contractor (e.g., a specific new hire) → Method A (Reset Password on their profile)
• Everyone who never got one (the common case with integration-created contractors) → Method B (Bulk Welcome Emails)

Method A: Invite one contractor

1. Open the contractor’s profile.
2. Click “Reset Password.”
3. Confirm the prompt (“A password reset email will be sent to this contractor”).
4. You’ll see “Reset Password Email Sent.”

What actually goes out: despite the “Reset Password” label, if the contractor hasn’t registered yet, they get the Welcome invite (with their account-setup link). If they already have an account, they get a normal password reset. So this doubles as the invite for new contractors.

Method B: Bulk-invite everyone not yet registered

1. Go to Settings → Email.
2. Scroll to the “Bulk Welcome Emails” section (“Send welcome emails to people who haven’t registered yet”).
3. Click the “Contractors” button – the number badge next to it tells you how many contractors will receive it (everyone in the company who hasn’t registered).
4. A progress indicator runs as it sends.