1. Verify Admin User Status 0:13
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Check if you are an admin user by clicking the menu next to your username.
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Select 'Switch to Company Portal'.
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If you are not an admin but believe you should be, contact support.
2. Access Contractor Information 0:30
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Navigate to the buildings in your portfolio (e.g., Summit Apartments and Ozone).
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Click on 'Contractors' to view existing contractors (e.g., Abco Locksmith).
3. Identify Duplicate Contractors 1:12
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Review the details of contractors across different buildings.
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Note any differences in names, contact details, and documents.
4. Switch to Company Portal 1:41
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Click 'Switch to Company Portal' for a company-level overview of all buildings.
5. View All Contractors 2:00
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Click on 'Contractors' to see a list of all contractors managed under your portfolio.
6. Select Contractors to Merge 2:46
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Choose the contractors you want to merge (e.g., two instances of Abbco Locksmith).
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A new menu item for 'Merge' will activate.
7. Choose Primary Contractor 3:13
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Select the primary contractor to merge into (e.g., Summit Apartments version of Abbco Locksmith).
8. Decide on Contact Information 3:37
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Review existing contacts from both contractors.
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Choose to replace or retain contact information.
9. Manage Insurance Documents 4:10
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Decide whether to retain or remove insurance documents during the merge.
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Note that this action is irreversible.
10. Confirm Merge Details 5:08
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Review the summary of what will happen during the merge.
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Confirm that all relevant information will be retained.
11. Execute the Merge 5:40
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Click 'Merge Contractor' to complete the process.
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A notification will confirm the merge is complete.
12. Review Merged Contractor Information 6:04
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Check the merged contractor's details to ensure all information is correct.
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Review and delete any outdated notes or documents.
13. Access and Manage Contractors 6:44
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View the updated contractor list.
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Use the company portal to manage contractors across buildings.
14. Understand Editing Limitations 7:09
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Note that while contractors are linked from the company portal, you cannot edit them at the building level.
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To make changes, switch back to the company portal.
15. Benefits of Merging Contractors 7:29
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Merging contractors allows for easier management of expired insurances and contractor allocation across multiple buildings.