Vendor collaboration is a core feature of Rivur. This feature enables you to securely add vendors to a project, permitting them to manage their own information and enter their own invoices.
Security!
Note that while vendors can enter their own invoices, they cannot allocate those invoices to a budget and therefore cannot enter amounts for payment or inclusion into a draw. There is always a step that has to be taken by the Project Manager in order to append a vendor-entered invoice record with budget allocated values. Also, vendors cannot see the budget or any information entered for any other vendors. Their view is restricted to only their own information.
Step 1: Select your Project
Vendor collaboration is set at the project-level. This means you can collaborate with a vendor for one project and not on another. Or, you can collaborate with the vendor on both projects. The instruction of primary importance here is that this decision is made from within the project. So, start by selecting the one project for which you would like to collaborate with vendors.
Step 2: Turn Off Recordkeeping Mode (in Project Settings)
"Recordkeeping Mode" is the default setting for many Rivur projects. This selection disables vendor collaboration and prevents Rivur from sending emails to vendors. In order to add vendors to your projects, the very first thing you need to do is turn Recordkeeping Mode OFF (OFF = UNCHECKED).
To turn Recordkeeping Mode off:
Select Project Settings from the left-hand navigation menu within your selected project
Select the Basics Tab in Project Settings edit panel
Scroll to the very bottom of that Basics tab
You will see 4 checkboxes. The "Recordkeeping Mode" option is the second checkbox in the list.
Uncheck Recordkeeping Mode
Press Save
This is very important! The most frequent problem in enabling vendor collaboration is forgetting to press save here.
Congratulations! You have enabled Vendor Collaboration!Now that vendor collaboration is enabled for your project, you can select the vendors with whom you would like to collaborate.
Step 3: Select a Vendor (from Vendors page)
Navigate to the Vendors page from within the same project you just enabled vendor collaboration.
To View the Collaboration Status of your vendors
There is a Status column in the vendors listview. This indicates whether a vendor is not invited, an invitation is pending, or they are collaborating.
Select (or Add - see below) the Vendor you would like to collaborate with
Note: You will need to know a person's name and email address to collaborate with a vendor.
First select the Vendor to collaborate with, then Select Edit
Check the "Invite to Collaborate" box
From within the Vendor Edit Screen
Enter vendor contact name and email address
& PRESS SAVE!
Adding a collaborating Vendor as a new vendor in an existing project
Add Vendor Name, Contact Name, Email
PRESS SAVE!
Congratulations! You have added a vendor for collaboration. This vendor will now have an opportunity to create an account on Rivur, manage their own information, and enter their own invoices.
What happens on the vendor's side of things?
When you Press Save, Rivur will send an email to the vendor contact you specified, allowing them to sign up for a Rivur account.
After the vendor sets up their account, they can edit their base information in Rivur
Once the vendor updates/confirms their information they are routed to the Rivur dashboard where they can now view the project you have shared.