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Explainer - Vendors

How to invite, manage, and collaborate with external teams using the Vendors feature

Updated over a week ago

The Vendors Tab allows you to collaborate with external companies by inviting them to your workspace. Once connected, you can assign events to them so they have access to all necessary information and can keep you updated via Issues, Photos, Docs, and Completion Reports.

How to Get Started

  1. Invite a Vendor
    To begin assigning events to a Vendor, you need to send them an invite from the Vendors tab. [This article explains how to invite them.]

  2. Manage Invites
    If the Vendor did not receive the invite or there was a mistake in the email address, you can resend, edit, or revoke the invitation. [Learn more here.]

  3. Registration
    The Vendors need to register in Vantage before they can begin assigning events. [This article gives full instructions on the registration process.]

  4. Start Assigning Events
    Once registered, you can assign events to the Vendor. You can also assign events to your in-house installers. [This article explains how to manage both effectively.]

Summary

Using the Vendors tab makes external collaboration seamless by giving partners access to everything they need to complete events and keep you informed.

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