Invite a provider

Add a business or person to your register so they can upload their documents. Their account is free.

2 min readLast updated

Applies to: Core (every organisation) · School admin, School staff

On this page

Invite a business or person you work with. They get an email to set up a free iComply account and upload their documents once. If they already use iComply with another school, they accept your invitation from their portal instead.

Before you start

  • Confirm your own email address first. Until you do, you can't invite anyone.
  • Your role must be able to change things at your school. People who see only their own sites, and read-only roles, can't invite.

How to invite

  1. Step 1: Open Invites in the menu, or select Add a provider on the register.
  2. Step 2: Enter the Business or person's name and Email.
  3. Step 3: Optional: add Mobile, Trade or role and ABN.
  4. Step 4: Choose a Category. The box under it lists what they'll need to provide.
  5. Step 5: Select Send invite.

What happens next

  • They get an email with a link to set up their account and upload their documents, usually from their phone.
  • Already on iComply? They're asked to accept or decline in their portal. Nothing is shared with you until they accept.
  • Until they answer, they show as Invited on the register (grey). If they say no, they show as Declined.
  • Once they accept, their documents arrive for you to review. Only your approval counts at your school.
  • iComply then emails them before each document expires: see Expiry reminders and red alerts.

Resend an invitation

  1. Step 1: Open the register and select the provider.
  2. Step 2: Select Resend invite.

They get a reminder email with a fresh link. The old link stops working.

Limits

  • The emailed link works for 14 days. The provider's file says when it has expired: resend it for a fresh 14 days.
  • Each business has one iComply profile, matched by email, however many schools invite them. Inviting someone already on your register tells you so.

Common questions

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