Vendor types on projects are critical because they determine which questions your team members need to answer and also how often they are notified to leave a review using the automated system.
Vendors can be assigned to three different types while connected to a project:
- Subcontractor
- Supplier
- Designer
Vendor types can be assigned either at the initial setup when the vendor is added to the project or edited once the vendor is already connected to the project.
Initial Vendor Setup
As part of the initial vendor connection, you can use the drop down menu to select what the role of each vendor added is on a specific project.
Editing A Connected Vendor
To change a vendors type once they have already been added to the project, access the Menu by click on the 3 dots at the top right corner of the vendor card. Click Edit from the menu
Here you can change the type of the vendor on the project.
