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Before your company can invite or pay any contractor, you e-sign the Contractor Services Agreement (CSA) once. This is a one-time setup step. Until the CSA is signed, you cannot pay contractor invoices. If you are new to contractors on Omnivoo, start with How Contractors Work on Omnivoo.

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What the CSA Is

The CSA is the master agreement between your company and Omnivoo that governs how you engage and pay contractors through the platform. It includes a Data Processing Addendum (DPA) covering how contractor and company data is handled. At a high level, it covers:
  • Your company’s use of the Omnivoo platform to engage and pay contractors
  • How payments flow through Omnivoo to your contractors
  • Fees for the contractor service
  • Data processing and privacy terms (the DPA)
The CSA is separate from the per-contractor work agreement. The CSA is signed once for your whole company. A work agreement is created and signed for each individual contractor you invite. See Contractor Work Agreements for that.

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When You Sign It

You are prompted to sign the CSA the first time you go to invite a contractor. You only do this once per company. After it’s signed, you won’t be asked again.
You must complete your company profile and KYB (business verification) before you can sign the CSA. If either is incomplete, Omnivoo sends you to finish company setup first, then brings you back to the invite flow. See Inviting a Contractor for the full prerequisites.

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Why It Gates Contractor Payments

The CSA is a hard requirement for paying contractors. Until it’s signed:
  • A pending contractor invoice is not payable, even if the work agreement is fully signed.
  • Contractors cannot submit invoices to your company.
Once the CSA is accepted, this gate clears for every contractor you work with. You don’t sign it again per contractor or per invoice.

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How to Sign It

1

Start inviting your first contractor

Go to People > Add People > Contractor to start inviting your first contractor.
2

Look for the platform agreement screen

If your company hasn’t signed the CSA yet, you’ll see a Sign your platform agreement screen instead of the invite form.
3

Click Review & sign agreement

Click Review & sign agreement. Omnivoo takes you to our secure signing partner.
4

Review and e-sign

Review the Contractor Services Agreement and Data Processing Addendum, then e-sign.
5

Return to the invite flow

You’re brought right back to the invite flow, where you can now invite your contractor.
If signing doesn’t open, an error message appears on the screen, so click Review & sign agreement again to retry. Retrying reopens the same agreement rather than creating a second one. If you edit your company details before you sign, Omnivoo cancels the old agreement and issues a fresh one carrying the updated details, so you never sign out-of-date terms.

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A Two-Signer Agreement

The CSA is signed by both parties: your company signs first, and Omnivoo counter-signs afterward. You do not have to wait for Omnivoo’s counter-signature, because contractor payments are unblocked the moment you sign your side. For unblocking payments, both a fully counter-signed CSA and one you have signed but Omnivoo hasn’t counter-signed yet count as accepted. A CSA you haven’t signed does not count, and if your company has no CSA on file at all, it’s treated as not accepted.

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After You Sign

Once the CSA is on file, the invite form unlocks and you can invite a contractor. When their work agreement is fully signed, you’ll be able to pay their invoices on the Pay page. See Approving and Paying Contractors.