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?
Invite a contractor
- From the left sidebar in the Vendor Portal, click Manage, then select Contractors.
- 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.
- Click Edit Contractor.
- 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.
- From the left sidebar in the Vendor Portal, click Manage, then select Contractors.
- Select the contractor whose email address you want to update.
- Click Edit Contractor.
-
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.
- Click Save.