Managing Authorized Agents

Authorized agents are added when an applicant self-identifies as an agent for a licensed contractor on an intake form. Agency staff can also manually add and update authorized agents on the Contacts page in the contractor record details, and indicate whether the authorized agent is a contractor operating under the contractor license.

The agent’s name and contact information are copied from the applicant information on the intake form and added to the contact list in the Contacts tab of the contractor license details. You can verify the agent and update their verification status depending on the results. Agents who are pending verification or whose verification failed have an inactive status.

When you manually add an authorized agent or contractor to the contractor details, the new contact is automatically active. For information about manually adding authorized agents or contractors operating under a license, see "Adding Contacts" in Managing Contractor License Details.

To manage authorized agents for a license:

1. Select Contractor > Contractors.

2. Locate and select the contractor license.

3. Click the Contacts tab in the left navigation pane to access the Contacts page with authorized agents and contractors associated with the license.

4. Review the following information:

   Page Element	Description
   Name	Displays the authorized agent or contractor’s name, email, and phone.
   Email	Displays the email address of the license contact.
   Phone	Displays the phone number of the license contact.
   Business	Displays the business name of the license contact.
   License Holder	Indicates whether this authorized agent is the license holder of the contractor license.
   Type	Displays the relationship this person has to the contractor license: Authorized Agent: A person who has shown valid documentation for using this license. Contractor: A person who is a contractor operating under this license. Note: Only active contractors can be selected as a contractor license contact on the permit or planning application intake form.
   Active	Displays Yes if the agent has been verified. Displays No if verification is pending or the verification has failed.

5. Click the row for an authorized agent to access the contact details.

6. In addition to the contact information, you can update these fields on the Contact Details page. You can update everything except the agent’s name.

   Page Element	Description
   Verification Status	Select an option: Verified Pending verification Verification failed The default status for an agent who submits an application is Pending verification. When you manually add an agent, the status is Verified and the Active check box is available.
   License Holder	Select the check box to indicate that this authorized agent is the license holder of the contractor license.
   Active	Select the check box to indicate that the agent has been verified. When the verification status is Pending verification or Verification failed, the Active check box is automatically deselected.
   Business	Enter the agent's business name.
   Type	Select Authorized Agent or Contractor to indicate how this contact person is associated with the license.

7. Click Save.