Once a vendor submits their onboarding form, you review their responses and decide whether to approve them.
Reviewing a vendor submission
Go to Vendors in the left sidebar.
Find the vendor with a Submitted status and open their profile.
Go to the Info tab to review their onboarding responses.
Update their status to Under Review while you assess the submission.
Approving or rejecting a vendor
Once you have reviewed the submission, update the vendor's status from their profile:
Approved — vendor passes vetting. You can continue assigning work to them.
Not Approved — vendor did not pass. They remain connected but you can note the outcome on their profile.
You can assign events to a vendor regardless of their approval status. Approving a vendor is your vetting decision, not a gate on work assignment.
Asking a vendor to resubmit the onboarding form
If you need a vendor to complete the form again, for example, if their insurance has expired or your form has changed, move their status back to New. They will be prompted to complete the current version of the onboarding form.
FAQ
Can I leave notes when I approve or reject a vendor?
Can I leave notes when I approve or reject a vendor?
Yes. Use the Comments tab on the vendor's profile to leave internal notes about your vetting decision. Comments are not visible to the vendor.
Does a vendor know if I mark them as Not Approved?
Does a vendor know if I mark them as Not Approved?
The status change is visible on your side only. Vendors do not receive a notification when their status changes.
Can I approve a vendor who has not submitted the onboarding form yet?
Can I approve a vendor who has not submitted the onboarding form yet?
Yes. You can manually set a vendor's status to Approved at any time, regardless of whether they have submitted the form. This is useful for existing vendors you connected before onboarding was set up.