How to Add Vendors to a Project

Created by Privv Support, Modified on Fri, 10 Jan at 7:40 AM by James Erway

Open the project Dashboard for the project you wish to add the vendor to.
Click on the People module on the Dashboard.
The Team module will show the folders for your company, the specific project, and vendors. Click the + button on the Vendors header.
This will open a pop-up to add a Vendor to the project. Select the vendor from the dropdown or click Create New Vendor in the dropdown.
Decide if you wish to send an invitation email to the Vendor. If you do, check the box in the bottom left corner. If not, uncheck the box.
Click the green checkmark.