How do I reinvite a vendor?
Jenni
Last Update 17 days ago
This article will cover how to reinvite a vendor who already has a profile and approving vendors invited by Team Members.
For help on creating/inviting a brand new vendor to your roster, check out this article.
Resending an invite
Reasons you may need to reinvite a vendor:
- Their invitation expired.
- Invitations expire in Wreno after two weeks if the vendor hasn't logged in
- They lost or never received the initial invite email and would like it re-sent
- They can check their spam messages. The invite comes from noreply@wreno.io
Start by logging in to your account. If you're having trouble, check out this article.
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From your dashboard, click on "My Vendors:"
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Click on "Invited Vendors" to see all of your invited vendors:
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You can see the status of their invite on the far left of this screen:
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Click on the vendor you want to re-invite:
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If a vendor's invite has expired, you will receive this pop up:
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From this pop up, you can choose to delete the vendor or re-invite them.
NOTE: If you choose to "Remove" the vendor, it does NOT give you a confirmation button. It removes them from your list immediately. If you accidentally remove a vendor, you'll need to re-invite them.
After you click "Re-invite Vendor," their status will change to "Invited:"
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If you wish to re-invite a vendor who lost their invitation email, Click on that vendor's profile:
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8. A similar pop up will appear. You can click on "Re-Invite Vendor."
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Approving invitations from team members
Not all users on your company profile will have permission to invite vendors. They will send a request for approval to Company Owners and Admin.
If you are having trouble creating a new vendor because it says the email is already in use, they may have already been invited to your company and are pending approval.
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You can view all requests from all users:
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Click on any request to see details including the date of the request, which team member requested the invite and a message from the team member:
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you can view the vendor profile:
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And you can Decline or invite the vendor:
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