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What is this feature?

The Contractor Registration and Approval flow in EG Zynergy Partners enables external contractors to onboard through the Partner Portal and be approved by the correct Grid Company.

The solution ensures:

  • Grid Companies are created and controlled by EG Admins check mark button 

  • Contractors are reviewed and approved/rejected by Grid Company Admins check mark button 

  • Access is restricted based on role and user state check mark button 

  • Invitations and user management are handled via Microsoft Graph check mark button  

Overall Flow Overview

The flow begins with a Super Admin (EG Admin) setting up the business partner structure.

  1. EG Admin creates a Grid Company

  2. EG Admin invites one or more Grid Company Admins

  3. Grid Company Admins review and approve contractors

  4. Contractors gain access after approval


Step 1 – Grid Company Setup (EG Admin)

Description

Before contractors can register, a Grid Company must exist in the system.

The EG Admin is responsible for:

  • Creating the Grid Company check mark button  

  • Inviting Grid Company Admins check mark button  

Flow

  1. EG Admin navigates to /admin (Assigned by EG) check mark button  

  2. EG Admin creates a Grid Company check mark button  

  3. EG Admin invites a Grid Company Admin check mark button  

  4. Invitation is sent using Microsoft Graph check mark button  

  5. System creates:

    • User through graph api invite check mark button  

    • GridCompanyContactPerson check mark button  

    • Group and role assignments check mark button 


📸 Grid company creation



Note; the first step is database creation, second step is the sonwin communication step. (Saved in azure keyvault securely)


📸 EGAdmin page - Grid Company management

📸 EGAdmin page - Grid Company management action buttons


Note; Here you can:
1 - Invite the first ( or more ) gridadmin to start the flow

2 - Update the client creds (sonwin comminication)

camera  3 -  Edit gridcompany 

               


Step 2 – Contractor Registration

Description

Once a Grid Company exists, external contractors can register their company.

Access Rules

Registration is denied if the user is:

  • Grid Admin

  • Grid User

  • Application Admin

Reason; One user can only have one role.

Flow

  1. Contractor loads https://partners.egzynergy.com/ for the first time

  2. Contractor clicks "Don't have an account? Create one"

  3. Contractor fills out email, 

  4. Contractor selects a Grid Company

  5. Contractor submits the registration

System Behavior

  • If no contractor exists:

    • A new Contractor is created

  • If a contractor already exists for the user:

    • The existing record is updated

  • A ContractorContactPerson is created

  • Contractor status is set to Pending


    Screenshots

  • 📸 Login screen - upon clicking 'Don't have an account? Create one'
  • 📸 OTP - Password sent


  • 📸 Entra - Registration

📸 EG Zynergy partners - Contractor Registration


Note; This is the company creation page.

📸 EG Zynergy partners - Aftermatch of registering (Approval needed)

Note; The button at the top right is the contractor management page. The contractor can now (with or without approval) invite his users ( workers ) 

  • 📸 EG Zynergy partners - Grid admin approval page. 

  • 📸 EG Zynergy partners - Post approval.


    Note;     You can now see that the contractor has access to the system.

Step 3 – Contractor Review & Approval (Grid Admin)

Description

Grid Company Admins are responsible for approving or rejecting contractors linked to their Grid Company.

Flow

  1. Grid Admin navigates to /GridAdministrator

  2. Pending contractors are displayed

  3. Grid Admin selects a contractor

  4. Grid Admin chooses to:

    • Approve, or

    • Reject

System Behavior

  • Contractor status is updated

  • Email notification is sent to the contractor:

    • Approval email

    • Rejection email


Email Notifications

Email notifications are sent when:

  • A contractor is approved

  • A contractor is rejected

  • A gridcompany notification when new contractor has chosen them as partners

Notes

  • Templates are localized (depending on which language youre on)

  • Email content is managed by the email service

  • Triggered from the ApiService