--- title: Configuring Contractor Settings description: Set up the contractor portal, email templates, categories and bulk uploads in MYBOS Contractor Settings. --- [Skip to content](https://support.mybos.com/knowledge-base/configuring-contractor-settings#main-content) [More support](https://support.mybos.com/knowledge-base/kb-tickets/new?hsLang=en-au) [![white mybos logo-1](https://support.mybos.com/hubfs/white%20mybos%20logo-1.svg)](https://support.mybos.com/knowledge-base?hsLang=en-au) - [Product Updates](https://productupdates.mybos.com/whats-new) - [Getting Started](https://support.mybos.com/knowledge-base/getting-started) - [Building Managers](https://support.mybos.com/knowledge-base/building-manager) - [Administrators](https://support.mybos.com/knowledge-base/administrator) - [Residents](https://support.mybos.com/knowledge-base/residents) - [Training Academy](https://mybos.com/support/training-academy/) Open main navigation Close main navigation - [Product Updates](https://productupdates.mybos.com/whats-new) - [Getting Started](https://support.mybos.com/knowledge-base/getting-started) - [Building Managers](https://support.mybos.com/knowledge-base/building-manager) - [Administrators](https://support.mybos.com/knowledge-base/administrator) - [Residents](https://support.mybos.com/knowledge-base/residents) - [Training Academy](https://mybos.com/support/training-academy/) - [More support](https://support.mybos.com/knowledge-base/kb-tickets/new) - [Contact us](https://support.mybos.com/knowledge-base/contact-us) [Contact us](https://support.mybos.com/knowledge-base/contact-us?hsLang=en-au) How can we help you? - There are no suggestions because the search field is empty. 1. [MYBOS Knowledge Base](https://support.mybos.com/knowledge-base?hsLang=en-au) 2. [Features](https://support.mybos.com/knowledge-base/features?hsLang=en-au) 3. [Contractors](https://support.mybos.com/knowledge-base/features?hsLang=en-au#contractors) # Configuring Contractor Settings ## Contractor Settings is where you set up how contractors work with your building: whether the contractor portal is switched on, which email notifications are sent, the list of contractor categories, and a bulk upload for adding contractors in one go. **Access:** **Settings** ➔ Email & Template Options: **Contractor Portal**. The page is called Contractor Settings and has three tabs. | Tab | What it is for | | --- | --- | | **Contractor Portal** | Switch the portal on or off, choose who is notified of contractor activity, and edit the contractor email templates. | | **Categories** | Manage the list of categories you assign to contractors. | | **Upload** | Add many contractors at once using the Excel template. | Settings apply to the building you are currently working in. Use **Duplicate to other buildings** on an email template to copy it to other buildings. ![](https://support.mybos.com/hs-fs/hubfs/image-png-Oct-08-2026-05-16-51-6995-AM.png?width=1906&height=861&name=image-png-Oct-08-2026-05-16-51-6995-AM.png)   ### Contractor Portal The Contractor Portal lets contractors update cases from the link in a work order. This tab controls it.   #### Turning the portal on or off Use the **Contractor Portal (Default State)** switch at the top of the tab to turn the portal on or off.   #### Manager Notification The Manager Notification box lists the email addresses that are notified about contractor activity. Click **Add Email** to add another address.   #### Email Templates Six email templates are listed on the left, each with its own on/off switch. Click a template to edit it. | Email Template | When it is sent | | --- | --- | | When Contractor Uploads an Image | A contractor uploads an image to a case. | | When Contractor Uploads Documents | A contractor uploads documents to a case. | | When Contractor Uploads Quotes | A contractor uploads a quote to a case. | | When Contractor Uploads Invoices | A contractor uploads an invoice to a case. | | When Contractor Changes Case Status | A contractor changes the status of a case. | | Reminder Contractor Insurance-Document Update | A contractor's insurance or documents have expired, and the email asks them to update them via the MyBos portal link. | **Step 1:** Click the template you want to edit. **Step 2:** Change the **Subject** and the email body. Use the **Place-holders** menu to insert details such as the company, user, case number, case subject, insurance name, document name and expiry date.  **Step 3:** Click **Update** to save. **Note:** Switch a template off with the toggle beside its name if you do not want that email sent. We recommend adding in your Building Name to the Subject Name/Email Description to allow Contractors to easily know which building they're handling   ### Categories Categories describe the type of work a contractor does, for example Electrician, Fire Alarm Monitoring or Doors Garage Entry. They appear in the **Category** column of the Contractors list and in the **All Categories** filter, so a tidy category list makes contractors easier to find. The Categories tab shows your list of categories. Click **Add** at the top right to create a new one. Each category has a drag handle on the left, so you can drag categories into the order you want, and a tick box on the right. **Note:** Keep category names short and consistent (for example, "Electrician" rather than several variations) so filters group contractors correctly.   ### Upload Use the Upload tab to bulk add in Contractors, which can also be done via **Settings** ➔ Others: **Database Upload**.   ### Sharing Case Statuses with Contractors Contractors can only change a case to a status you have shared with them. This is set outside Contractor Settings, in the Case settings. **Step 1:** Go to **Settings** ➔ Settings: **Cases** and open the **Case Status** tab. **Step 2:** Add a new status, or edit an existing one, under **New Case Status**. **Step 3:** Tick **Share with contractor**. The screen explains that sharing a status lets the contractor update the status of the case from the online portal. **Step 4:** Click **Add** to save a new status. You can drag and drop Case Statuses to reposition the order by using the 6 blue dots   ### Tips and FAQs **Where do I find Contractor Settings?** Go to **Settings** and click **Contractors**. The page has three tabs: Contractor Portal, Categories and Upload. **How do I stop contractors using the portal?** Switch off the **Contractor Portal (Default State)** switch on the Contractor Portal tab. **How do I stop a particular notification email?** Click the template in the list and switch off its toggle. The other templates are not affected. **Who receives the notifications?** The email addresses listed under Manager Notification. Click **Add Email** to add another. **Can I use the same email templates at other buildings?** Yes. Edit the template, click **Update**, then click **Duplicate to other buildings**. **A contractor can't select a status in the portal. Why?** Only statuses shared with contractors are available. Tick **Share with contractor** on the status under **Settings \> Cases \> Case Status**. **How do I add lots of contractors quickly?** Use the Upload tab: download the XLS template, complete it, drag it into the upload area and click **Start**. **Need to check:** Adding, renaming and removing categories, and what happens after clicking Start on an upload, were not tested in the live system.   - [Getting Started](https://support.mybos.com/knowledge-base/getting-started?hsLang=en-au) - [Features](https://support.mybos.com/knowledge-base/features?hsLang=en-au#main-content) - [Building Manager Dashboard](https://support.mybos.com/knowledge-base/features?hsLang=en-au#building-manager-dashboard) - [Community](https://support.mybos.com/knowledge-base/features?hsLang=en-au#community) - [Marketplace](https://support.mybos.com/knowledge-base/features?hsLang=en-au#marketplace) - [Cases](https://support.mybos.com/knowledge-base/features?hsLang=en-au#cases) - [Messages](https://support.mybos.com/knowledge-base/features?hsLang=en-au#messages) - [Calendar](https://support.mybos.com/knowledge-base/features?hsLang=en-au#calendar) - [Maintenance Schedule](https://support.mybos.com/knowledge-base/features?hsLang=en-au#maintenance-schedule) - [Building](https://support.mybos.com/knowledge-base/features?hsLang=en-au#building) - [Keys](https://support.mybos.com/knowledge-base/features?hsLang=en-au#keys) - [Parcels](https://support.mybos.com/knowledge-base/features?hsLang=en-au#parcels) - [Contractors](https://support.mybos.com/knowledge-base/features?hsLang=en-au#contractors) - [On-Site Check In](https://support.mybos.com/knowledge-base/features?hsLang=en-au#on-site-check-in) - [Troubleshooting](https://support.mybos.com/knowledge-base/troubleshooting?hsLang=en-au#main-content) - [FAQ](https://support.mybos.com/knowledge-base/troubleshooting?hsLang=en-au#faq) - [Administrator](https://support.mybos.com/knowledge-base/administrator?hsLang=en-au#main-content) - [Configuration](https://support.mybos.com/knowledge-base/administrator?hsLang=en-au#configuration) - [MYBOS Web Platform](https://support.mybos.com/knowledge-base/administrator?hsLang=en-au#mybos-web-platform) - [Reporting](https://support.mybos.com/knowledge-base/administrator?hsLang=en-au#reporting) - [Building Manager](https://support.mybos.com/knowledge-base/building-manager?hsLang=en-au#main-content) - [Building Managers - Web Portal](https://support.mybos.com/knowledge-base/building-manager?hsLang=en-au#building-managers-web-portal) - [Building Configuration](https://support.mybos.com/knowledge-base/building-manager?hsLang=en-au#building-configuration) - [Residents](https://support.mybos.com/knowledge-base/building-manager?hsLang=en-au#residents) - [Maintenance & Work Orders](https://support.mybos.com/knowledge-base/building-manager?hsLang=en-au#maintenance-work-orders) - [Communication](https://support.mybos.com/knowledge-base/building-manager?hsLang=en-au#communication) - [Community & Amenities](https://support.mybos.com/knowledge-base/building-manager?hsLang=en-au#community-amenities) - [Reporting](https://support.mybos.com/knowledge-base/building-manager?hsLang=en-au#reporting) - [Integrations](https://support.mybos.com/knowledge-base/building-manager?hsLang=en-au#integrations) - [Residents](https://support.mybos.com/knowledge-base/residents?hsLang=en-au#main-content) - [Resident App](https://support.mybos.com/knowledge-base/residents?hsLang=en-au#resident-app) - [Resident - Web Portal](https://support.mybos.com/knowledge-base/residents?hsLang=en-au#resident-web-portal) - [MYBOS Solutions](https://support.mybos.com/knowledge-base/mybos-solutions?hsLang=en-au) - [Feature Updates](https://support.mybos.com/knowledge-base/feature-updates?hsLang=en-au) [![MYBOS Logo](https://support.mybos.com/hs-fs/hubfs/MYBOS-Logo-Apr-11-2025-02-01-58-5626-AM.png?width=300&height=59&name=MYBOS-Logo-Apr-11-2025-02-01-58-5626-AM.png "MYBOS Logo")](http://mybos.com) Suite 1.01 Level 1, 6 Parkview Drive Sydney Olympic Park New South Wales, 2127 Australia Copyright © 2026, mybos.com