Before you start
To assign resources to a principal client's contract, you need to meet two requirements: your resources must already be registered under "Resources" (workers, vehicles, machinery, and equipment), and your company must hold the role of main contractor in that contract. This is a key step in Business Activity Coordination (CAE), as it links the people and equipment providing the service to the documentation your client requires.
ℹ️ Bear in mind: before assigning a worker, define their worker type (employee or self-employed) under "Resources" > "Employees" > "Edit employee". Without this step, the worker will not appear as available to assign.
Steps to assign resources to the contract
Go to the left sidebar menu and click on "Contracts".
Find the principal client's contract. Click the "Select" icon, then "View contract" to open the details.
Within the contract details, scroll down to the "Sites and activities" table. Locate the row for the site or activity where you want to assign resources and, in the "Actions" column, click the "Select" dropdown and then click "Assign resources".
A panel will open with three tabs: "Employees", "Vehicles", and "Equipment". In each tab, select the resources you want to assign to this contract.
For each assigned worker, define their role (the position they will hold) and the risks associated with the activity they will carry out at the client's premises. Repeat the process for vehicles and equipment where applicable.
Click "Save" at the bottom right to confirm the assignment.
Common errors and how to fix them
I can't see the "Assign resources" button If you open the contract details and can't find the button, check these two reasons:
You are inside the "Sites and activities" section, not at the main contract level. Go back to the contract details and look for the button there.
Your company does not hold the main contractor role in that contract. Only the main contractor can assign resources. Contact your principal client to verify your permissions.
A worker doesn't appear in the list when I try to assign them The worker is registered under "Resources" but doesn't show up when assigning. Check:
Their worker type (employee or self-employed) has not been defined. Go to "Resources" > "Employees" > "Edit employee" and complete it at the bottom of the form.
They are already assigned to the same contract from another tab.
I saved the assignment but my worker still can't access Assigning to the contract is only the first step. For access to be granted, the worker also needs approved and current validation documentation for all critical requirements.
After assigning resources
Once assigned, the next step is to upload each resource's documentation. Only when the critical documents are in "Approved" status and within their validity period will your workers be able to access the client's premises.
⚠️ Important: assigning to the contract does not automatically grant access. It is essential that the resource's critical documents are approved and within their validity date.
Need help?
We're here for you:
🟩 WhatsApp: +34 664 281 487
✉️ Email: help@twind.io
❓ Chat in Twind: click the question mark icon in the bottom right corner of your screen. A window will open and you can chat with us directly.