You can resend invitation emails to vendors who have not yet accepted their invitation to join the ContractorOS Vendor Portal.
Who can use this feature?
Resend an invitation email
- From the left sidebar in ContractorOS, click Manage, then select Vendors.
- Select the vendor whose invitation you want to resend. The status of their invitation must be "Sent".
- Click Edit Vendor.
- Click Resend Invitation.
Resend an invitation to a different email address
When you resend an invitation to a different email address, the vendor can no longer use the original invitation email to sign up.
- From the left sidebar in ContractorOS, click Manage, then select Vendors.
- Select a vendor.
- Click Edit Vendor.
-
In the "Vendor Details" section, update the vendor's email.
Note:
You cannot update the email if the vendor has accepted the invitation.
- (Optional) If you do not want to send the invitation after saving your changes, clear the When email changes are saved, resend Portal Invitation checkbox.
- Click Save.