To add an vendor, you add them as a regular employee but with access to only a specific department/status
Click the green button on the right that says "New Employee" to add a new user account
On this page, use the
dropdown to select a specific status/department that the user will have access to
Make sure you provide access as shown above.
Setting them up as an account manager will grant the vendor full access to your account
This feature is limited to the
For any additional questions you can