Account Setup for General Contractors

The Account Set Up topics explain common setup tasks for General Contractor organizations and users new to the application.

To set up your account:

  1. Create a username and password
  2. Complete your user profile
  3. Create an e-Sign PIN

    If you plan to sign legal documents on the application, you may need to create an e-Sign PIN. If you will not act as a Signer in your organization, you do not need to complete this step.

  4. Complete your organization profile.

    Only administrators can edit the profile for your organization.