How to Set Up a Service Partner

How to Set Up a Service Partner

Overview

The Service Partner feature allows you to onboard and manage subcontractors/partners within Arez. During the setup process, you can configure the partner's company information, upload required compliance documents, add bank and tax details, and create a user account for the partner.

Prerequisites

Before creating a Service Partner, ensure you have:

• Company registration details

• Contact information

• Required compliance documents (e.g., Insurance Cover, Public Liability Insurance, ISO Certifications)

• Bank account details

• User account details for the partner administrator

Step 1: Navigate to Service Partners

1. From the left-hand menu, click Service Partners.

2. On the Service Partners page, click Add New Partner.

Purpose: This option allows you to onboard a new service partner into the system.

Step 2: Complete Partner Information

The Partner Information tab will open.

Fill in the required information, including:

• Company Registered Name

• Trade Name

• Email Address

• Job Email

• Phone Number

• Industry

• Number of Employees

• Company Registration Number

• Website (Optional)

• Country

• Postcode

• Full Address

You can also upload the partner logo and select a company colour if required.

Once all required fields have been completed, click Save & Next.

Step 3: Upload Partner Documents

The Partner Documents tab allows you to upload compliance and certification documents.

Examples include:

• Public Liability Insurance

• Employers’ Liability Insurance

• Health and Safety Policy

• Additional compliance documents configured by your organisation

For each document:

1. Review the document requirement.

2. Upload the relevant file.

3. Enter any required expiry dates or supporting information.

Once all required documents have been uploaded, click Save & Next.

Important:
Ensure that all mandatory documents are uploaded and are valid before proceeding.

Step 4: Enter Bank & Tax Details

The Bank / Tax Details tab allows you to record the partner's payment information.

Complete the following fields as applicable:

• Country

• Unique Tax Reference (UTR)

• VAT Registration Status

• Bank Name

• Account Name

• Sort Code

• Account Number

• Account Reference

After completing the details, click Save & Next.

Important:
Verify all banking information carefully to ensure payments can be processed correctly.

Step 5: Create a User Account

The final step is to create a login account for the Service Partner.

Complete the following:

• Name

• Phone Number

• Email Address

• Username

• Password

Optional:

• Tick Send email with login credentials to user if you would like the system to send the account details automatically.

Click Create User to complete the setup.

If you do not wish to create a user account at this stage, click Skip.

Completion

Once all steps have been completed successfully, the Service Partner will be added to the Service Partners list and can begin receiving assignments, managing workers, and interacting with the platform according to their permissions.

Notes

• Ensure all required compliance documents remain valid and up to date.

• User accounts can be created later if required.

• Service Partner information can be edited after creation if changes are needed.

• Always verify bank and tax details before saving.