Invite a contractor to the Vendor Portal

You can invite contractors added to the Vendor Portal to create a personal account by sending them an email invitation.

Who can use this feature?

  • Vendors with a Vendor Portal account

Invite a contractor

  1. From the left sidebar in the Vendor Portal, click Manage, then select Contractors.
    Screenshot of the "Contractors" option highlighted.
  2. Each contractor will have one of the invitation statuses listed below. Select the contractor you want to invite or resend an invitation to.
    • Sent: An invitation has been sent, but has not been accepted.
    • Not Sent: An invitation has not been sent.
    • Accepted: The invitation has been accepted. You cannot send a new invitation.
  3. Click Edit Contractor.
  4. Click Send or Resend Invitation.

Send the invitation to a different email address

Note:

You cannot change the email address of a contractor who has accepted their invitation.

  1. From the left sidebar in the Vendor Portal, click Manage, then select Contractors.
    Screenshot of the "Contractors" option highlighted.
  2. Select the contractor whose email address you want to update.
  3. Click Edit Contractor.
  4. In the "Contact Information" section, update the contractor's Email.

    Note:

    If you clear the checkbox, "When email changes are saved, resend Portal Invitation", you will need to invite the contractor later.

  5. Click Save.
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