Region Admin Setup (State Lead Hub – Part 2)
1. Upload Key Documents
Go to your state's website link
Click "Documents"
Navigate to the "Companies" tab
To create new fields for additional documents:
For Companies:
Click "Enter document name"
Type: Additional Insured Documents
Click "Add" → Then "OK"
For Substitutes:
Go to "Substitutes" section
Click "Enter document name"
Type: Signed Substitute Handbook
Click "Add" → Then "OK"
Click "Add Document"
Click "Document Name" and input:
Signed Substitute Contract
Click "Add" → Then "OK"
2. Configure Business Rules
Expand the menu by clicking on the three lines.
Go to "Business Rules"
Set Training Hours:
Click on the "hours" field
Input number of hours
Repeat if needed for additional settings
Configure Cancellation Window:
Click on the setting labeled:
"How many hours before the job start time can the substitute cancel?"
Change unit to "minutes"
Input number of minutes
3. Save and Finalize
Click "Submit"
Confirm by clicking "OK"
4. Final Review
Navigate to "Settings" to adjust or review configurations if necessary
Region Admin Setup by State Lead Hub - Part 2 Video Format:
https://app.guidde.com/share/playbooks/fvMg1QdS5Z7LJVcCHNAhUh?origin=IwG9VFIx53c3zMGA6tmtKf93s2p1