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Vendor Collaboration

How to Connect a Vendor

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Written by Brent Hardy
Updated over 6 years ago

Start Inside a Project
Navigate to the Project to which you would like to connect a Vendor.

Go to Project Settings / Recordkeeping Mode (should be unchecked)
Make sure "Recordkeeping Mode" is UN-checked. This control tells Rivur it is OK to permit email and access to Vendor records.
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Select "Vendors" from left-hand navigation menu

If the Vendor already is added to the project, select the Vendor you would like to connect to Rivur.
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If you do not see the Vendor you would like to connect:
Select Add Vendor
Enter part of the vendor name and press Search
This will prevent you from adding a Vendor to your Organization that already exists (& just has not been added to the Project you are working in).
If the Vendor you need has never been added to your Organization, then go through the Add Vendor process <link> and add the Vendor.
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Vendor Collaboration Status Options

  • Not Invited

  • Invited

  • Collaborating = If the Vendor has a status of "Collaborating" they have already been invited and are able to log in and see this project.Β 

  • Disabled

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