How do I onboard a vendor?

Inorder to onboard a vendor, first you have to enable Vendor Onboarding.

Once Vendor Onboarding is enabled, you can invite a vendor to your organization. Here’s how:

• Go to Vendors on the left sidebar.
• Click the dropdown next to + New and select Invite Vendor.
• Enter the vendor’s Display Name and Email Address.
• Click Send Invite.

An email will be sent to the vendor’s email address. Learn how your vendor can accept the invite and fill in their details.