Inviting contractors

Contractors are not Templio (Clerk) users — they never set a password, and inviting them doesn't count towards your agency's staff seats. They sign in with a one-time magic link sent to the email address on their contract.

Add a contractor

Go to Dashboard → Contractors → Add contractor and enter their name and email. Leave Send invite ticked to email them their sign-in link straight away, or add them without inviting yet (useful if you're setting up their contract first).

Send or resend an invite

From the contractors list, use Invite (first time) or Re-invite (if a link expired or never arrived) next to a contractor's name. Each invite emails a fresh magic link to their address.

If a contractor says they never received it: ask them to check spam first, then use Re-invite. If it still doesn't arrive, that usually means their email address needs checking, or you can ask us to look at delivery — see Contact support.

What the contractor sees

Following the link signs them in and takes them to Submit — see How contractors submit timesheets. Their session is scoped to their own contracts only; they can't see other contractors' data.