Edit the contact information for a vendor or contractor

You can update the contact information for a vendor or contractor.

Who can use this feature?

  • Users with the Account Administrator or Site Administrator role
  • Available on all tiers

Edit a vendor's contact information

  1. From the left sidebar in ContractorOS, click Manage, then select Vendors.
    manage_vendor.png
  2. Select the vendor whose information you want to edit.
  3. Click Edit Vendor.
  4. 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.

  5. Click Save.

Edit a contractor's contact information

  1. From the left sidebar in ContractorOS, click Manage, then select Contractors.
    contractors_admin_option.png
  2. Select the contractor whose information you want to edit.
  3. Click Edit Contractor.
  4. 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.

  5. Click Save.
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