Use the guidance below for only those vendors with whom you work on a regular basis. You might set up Hank the Handyman as detailed below, but not a utility company.

To set this up:

  1. Create a user role for the vendor. see "User Roles"

    This is an optional step. The default user roles for Maintenance Worker or Maintenance Manager work well for most customers.

  2. Add the vendor to your account. Be sure to make sure the vendor has a first and last name in addition to the company name. see "Vendors"
  3. If needed, click Create account button to create an account and add an email address to the vendor.
  4. Click Account 

settings button
  5. Click Add another user type (advanced)
  6. Check the box next to Staff member
  7. Click Save button

 

Article #: 112804

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