A quick, clear and accessible guide 😊
Once you have registered all your resources (workers, vehicles, and machinery) in Twind, the next step is to assign them to the client's contract so that they can access the facilities without any problems.
Access the left side menu and click on ‘Contracts’.
Click on the ‘Select’ icon and then ‘View contract’ to access the contract details.
Select the ‘Assign resources’ option. This is where you can manage all the resources linked to the contract.
A panel will open where you can select Employees, Vehicles, or Equipment.
Press the ‘Save’ button to confirm and register the association of the resource to the customer's contract.
🔄Repeat the process for Vehicles or Equipment.
Simply switch tabs within the resources panel to assign each type.
❗Important information about workers
In order to associate a worker with a contract, you must first define their worker type (employee or self-employed) for that client.
You can check this in:
Resources → Employees → Edit employee → Bottom of the form.
Need help?
If you have any questions, we're here to help:
🟩 WhatsApp: 664 281 487
✉️ Email: help@twind.io
❓ Twind Chat: click the question mark icon in the bottom‑right corner of your screen. A window will open and you’ll be able to chat with us.