Role Selection
Last updated
Last updated
In the Select Company Role section, select the role of the user and click Next.
The user can select more than one role or select all available roles for a company by clicking the Select All Icon Checkbox.
In the Select Service Provider Section, the user must select Service Provider(s) for each role. The Next button is only illuminated after selecting provider for all the roles selected.
In the Documents section, you can upload a Direct Debit Mandate. Simply download the template, fill in the details and upload the document to this page this is a Mandatory requirement and applications will not be accepted without this DIRECT DEBIT.
Review and Submit
Finally, review all the details entered in the form, select the checkbox at the bottom of the page to acknowledge and to give confirmation of entering into an agreement on behalf of the customer, and the terms and conditions and then click Submit.
If any corrections need to be made, click on the Back button at the bottom left corner and this will navigate to the previous page. Tick all boxes to accept the terms and conditions.
Then the following will appear, click Yes and this will submit.
After the submission, the Company Profile page is displayed, where the user can find their requested company profile.
The status of this record appears Pending Approval, as shown in the screenshot.
User can click on the Company Name to view the application form.
In the Select Service Provider section, select the location of the services you require. The user can select more than one role or select all available roles for a company by clicking the Select All Icon Checkbox.
