I'm a property manager. How do I invite a new vendor?
Jenni
Last Update 2 months ago
This article includes a step-by-step walkthrough on how to invite a vendor to your company.
Start by logging in to your account.
1. On the left side of the screen, click My Vendors:
3. This will take you to a screen where you can fill out the preliminary profile information for the vendor:
- Business Name
- Contact First and Last Name
- Office Address
- Phone Number
NOTE: The vendor is able to update or change all of these items once they've accepted their invite and created their profile.
5. Make sure that you choose the address from the drop-down menu that appears as you start typing. You must select the address from the drop-down menu. Do not hit "enter" instead.
6. If you wish, you can add the vendor to any custom requirements lists, you can assign them to their respective market or property or you can add Category assignments.
These are not required to create the profile and can be edited later.
