You can update the contact information for a vendor or contractor.
Who can use this feature?
Edit a vendor's contact information
- From the left sidebar in ContractorOS, click Manage, then select Vendors.
- Select the vendor whose information you want to edit.
- Click Edit Vendor.
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Update the vendor's name, company name, email address, phone number, or address.
Note:
You can only update a vendor’s email address if they have not accepted an invite to join the Vendor Portal. If they have accepted an invite, contact FacilityOS Support to change their email address.
- Click Save.
Edit a contractor's contact information
- From the left sidebar in ContractorOS, click Manage, then select Contractors.
- Select the contractor whose information you want to edit.
- Click Edit Contractor.
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Update the contractor's name, email address, or phone number.
Note:
You can only update a contractor’s email address if they have not accepted an invite to join the Vendor Portal. If they have accepted an invite, contact FacilityOS Support to change their email address.
- Click Save.