If you would like to send a customized email when adding a new vendor please view this guide on how to do so before adding a vendor. Note: if you enter customized text, you will need to save it, log out of your portal and log back in before following the steps below.
1. Go to Admin>Vendors.
2. Search for the vendor by their name or contact information. If you see the Vendor company in your list, but it is not connected just skip to step 5.
3. Click on "I don't see the vendor I'm looking for, so I need to add a new one".
4. Enter the Vendor's Name, Contact Name, and E-mail. The phone number and address information is optional. Click "Add Vendor" when done.
5. Click on "Connect to Vendor".
6. Edit the vendor's username and email if needed. We recommend using an email address for the Vendor username. Usernames cannot be duplicated across all of SiteCapture, so if you have a user who has already been in SiteCapture with their email address, then that user will need to have a unique identifier in their username (such as adding the company name in or initials, etc.)
"Copying views from vendor with vendor key of": This features allows you to copy the views from a vendor that has the vendor key set up. Enter the vendor key and the new vendor will have views copied from that existing vendor.
A view will be automatically generated for them with the company name and will display all non-archived work that has been assigned by your company.
7. Click "Send Invitation". An email will be sent to the Vendor to connect on SiteCapture. This email can be customized as mentioned previously. Once they accept the invitation you will be able to assign items to them in SiteCapture.
8. Once a Vendor is connected, you will see them appear underneath your regular users and have a business icon next to them.
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