You may find that at some point you may need to make changes to certain details associated with one or more of your vendor contacts. This guide will step you through how you can do so in Kojo! Please note, you will need to be an Admin User in Kojo to complete these steps.
Navigate to the Vendors section of your Admin Settings:
2. Use the search bar at the top of the page to search for and find the vendor that the contact you would like to edit is under/associated with:
3. Click on the name of that vendor, and then click on the "Contacts" tab at the top of the page:
4. Now find the name of the vendor contact you would like to edit in this list, and click on the blue options menu nest to their name. You will see two options: "Edit" and "Delete". Select "Delete" if you would like to delete the contact, or select "Edit" if you would like to edit/make changes to some of their details:
5. If you select "Edit" a pop-up box will appear where you can make your changes and then select "Save Changes" when you are finished:
That's it! You've successfully made edits to your vendor contact in Kojo! If you have any additional questions, please reach out directly to your CSM or to our Support Team at support@usekojo.com