Trouble Shooting
If you need further information on or require Subcontractor portal setup, you can contact your CSM and or log a request on the support portal or by emailing help@keycomputers.co.uk
When changing a supplier to a subcontractor in the supplier record.
If the Subcontractor portal hasn't been setup on you system you will see the below message.
Failed to Create Subcontractor portal account
Supplier account is Created. But failed to create the subcontractor portal account.
Action and fix
Make sure the toggle is on (set to Yes) in the Supplier Account record.
Email Address already Exists
The email for the supplier has already been use in another Supplier record.
Action and fix
Check where the email address has been used, change as required.
Engineer Can't be assigned as the engineer is a subcontractor and another engineer is already assigned
Action and fix
Remove the engineer that has been assigned.