If you collaborate with external partners or suppliers, Vantage makes connecting their teams to your workspace easy. Inviting a Vendor can streamline communication, task sharing, and visibility across teams.
Step 1: Go to the Vendors Tab
Start by navigating to the “Vendors” tab on your dashboard.
Step 2: Click “Add New Vendor”
In the top left corner of the page, click the “Add new Vendor” button. This will open a prompt for entering the contact details of the company you want to invite.
Step 3: Enter the Primary Contact’s Email
Type in the email address of the person who serves as the main point of contact between your organization and the external team. This person will receive an email invitation to set up their company on Vantage.
Step 4: The Vendor Creates Their Profile
Once the invitation is accepted, the contact will be guided through creating their vendor's Vantage account. After setup, your companies will be connected and you will be able to assign events to this Vendor.
Inviting external teams through Vendors ensures smooth coordination and keeps everyone aligned within Vantage.