Adding Contractor License Contacts

Contacts for a contractor license can be collected during the application or contractor registration process, manually added to the agency-maintained contractor license information, and loaded from a file using a batch import process.

When applicants identify themselves as authorized agents for a contractor in a permit or planning application, their contact information appears on the Contacts page in the license details. Agencies can also manually add contractor contacts or authorized agents associated with the license directly to the contractor license details. You can add contacts who are already registered in the system and also register new contacts.

You may select contacts from the contractor’s contact list or manually add authorized contacts during contractor registration or when filling out a business license application. Applicant information is automatically copied to the Contact Person section of the contractor license. You must identify whether the applicant is the license holder or authorized agent, and the contact type. The contact type shows the contact's access level to the transaction. Business owners, applicants, primary contacts, and system administrators can change the access level on the Contacts page in the application or transaction details. When the contractor registration or business license is approved by the agency and active, the contacts are added as authorized contacts for the contractor license in the agency-maintained contractor list.

To add multiple license contacts to the license details from a file, use the Load Contractors batch import process. Once the contacts have been loaded, you can update contact information or register new contacts so that they have access to the applications they are associated with. For more information about the batch import process, see Loading Contractor Licenses and Contacts.

When a contact is added, the status is automatically verified and active. Only contacts with an Active status can be selected as the contractor's contact on an intake form.

Only system administrators can delete contacts from the license details.

Navigate to the agency's Contractors list page by entering "Contractors for Permitting and Licensing" in the Ask Oracle search field on the Fusion Application home page and clicking the link. On the Contractors list page, select the row of the contractor license that you want to modify.

Manually Adding License Contacts

Here's how to manually add contacts who are already registered in the system to the contractor license details:

1. In the contractor license details, click the Contacts tab in the left-panel navigation to open the Contacts page.

2. On the Contacts page, click the Add button.

3. On the Add contact drawer, click the drop-down list to select from registered users.

4. Select the contact type from the Type drop-down list. Choose from Contractor or Authorized Agent.

5. Click Save.

Select a contact or click the View Details action in the Contacts grid in the contractor license details to update the verification status and contact information on the details drawer. You can't update the contact's name.

You can also register a new contact when you manually add a contact to the license details:

1. On the Contacts page, click the Register New Contact button.

2. On the New contact drawer, fill out the account details with contact information and select the contractor type from the drop-down list. Choose from Contractor or Authorized Agent.

   Turn on the switch to hide the contact information from public view.

   For more information, see The Public User Registration Process.

3. Click Register.

4. Click Done on the Registration Confirmation page.

Working with License Contacts Loaded from a File

When a contact has been added to the license details from a file using the batch load process, you can manually update the contact information, update the contact information by selecting a registered user, or register the contact.

The batch load process replaces license contacts already in the license details with the contact information from the file if there's a matching email, first name, middle name, and last name. If an exact match of email and name isn't found, the process creates a new license contact.

In the Contacts grid, contacts added using the batch load process are identified by Yes in the Unregistered Contact column.

Here's how to update license contacts that were loaded from a file in the license details:

In the Actions column, click the 3-dot actions button to open the menu. You can select one of these options:

• Replace with Existing User - Click to select a registered user to replace the contact. On the Replace contact with existing user drawer, select a registered user from the drop-down list. You must also select a contact type for the replacement, then click Save.

• Register User - Click to register the contact as a new user with a unique email address. Fill out the new registration for the contact by entering account details, then click Register.

To manually update a contact in the Contacts grid, click the row of the contact or select the View Details action. On the Contact details drawer, you can make these updates:

• Update the contact information, including the name, verification status, contact type, email address, address, and phone.

• Use the Active swtich to indicate whether the contact is in use or inactive.

• Turn on the License Holder swtich to indicate whether the contact is the contractor license holder.

Click Save.