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
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
- Step 1: Open Invites in the menu, or select Add a provider on the register.
- Step 2: Enter the Business or person's name and Email.
- Step 3: Optional: add Mobile, Trade or role and ABN.
- Step 4: Choose a Category. The box under it lists what they'll need to provide.
- 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
- Step 1: Open the register and select the provider.
- 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
- The link doesn't work for them. It may be more than 14 days old, or replaced by a resend. Select Resend invite. See Invite link expired.
- They didn't get the email. Check the email address on their file, then see Emails not arriving.
- Can I invite lots at once? Yes: see Import a list.
- Can I find someone new? See Find a provider in the directory.