Inviting and approving providers
Where. Sidebar › Providers › Providers › Onboarding tab
- Select Invite provider. Enter the email, region, and intended start date, then send the invitation.
- When the application is submitted, open it and verify the legal name, address, emergency contact, signature, and RECE registration if claimed.
- Open each uploaded document. Check that the required Vulnerable Sector Check and any other requested certificates are legible, current, and match the applicant.
- If anything is missing or incorrect, select Request changes and describe each correction. Review the resubmitted application when it arrives.
- Approve with notes when the application meets requirements. The provider receives instructions to set a password. If unsuitable, reject with a reason.
Note. Invitation links expire after 14 days. If one expires, delete the expired invitation and send a new one.