Add Vendors
To add a new vendor, follow the steps outlined below.1
Open the Vendors section
In AssetOps, navigate to the Vendors section in the portfolio-level sidebar.
2
Click + Add Vendor
Once inside Vendors, click the
+ Add Vendor button to open the creation form.3
Enter vendor details
Enter the Name (required) and Website (optional) for the new vendor.
4
Create
Click
Create to add the vendor. The new vendor appears in the list.Assign Members
To assign members to a vendor, follow the steps outlined below.After creating a vendor, you must add members who will act as vendor users and manage work orders associated with that vendor. User profiles for vendors are created and managed in Launchpad.
1
Open the Vendors section
In AssetOps, navigate to the Vendors section in the portfolio-level sidebar.
2
Select a vendor
Select a vendor from the list. You will be redirected to its dedicated page.
3
Assign users
Once inside the vendor’s dedicated page, click
+ Assign and select the users you want to assign as vendor members.4
Save
Click
Save to assign the users as vendor members.Manage Vendors
The Vendors section lists all available vendors for the building. Each vendor has a dedicated page where you can view and manage that vendor’s details. To manage a vendor, follow the steps outlined below:1
Open a building from the portfolio
From the portfolio-level, navigate to the Vendors section.
2
Select a vendor
Select a vendor from the list. You will be taken to that vendor’s page.
3
Manage the vendor
Once inside the vendor’s dedicated page you can complete the following actions:
- Use the icon to edit the vendor details.
- Use the icon in the upper right corner to delete the vendor.
- Use the icon on a users row to unassign the user from the vendor.
- User the
+Assignbutton to assign a new user to the vendor.