Managing Vendors in the Team Module #
The Team module includes a dedicated area for tracking and organizing the vendors your business works with.
This feature allows you to maintain a centralized view of vendor relationships without requiring vendors to be users in the software.
Where to Find Vendors #
- Navigate to the Team module
- Locate the Vendors section
Adding and Organizing Vendors #
When adding a vendor, you can capture key details to keep your vendor information organized and accessible.
Vendor Information Fields #
- Vendor Name
- Primary Contact
- Contact Email
- Length of Relationship (how long they have been a vendor)
- Internal Owner (who the vendor reports to within your organization)
- Website Link
- Department Association (which department they primarily work with)
- Description
- Vendor Logo
These fields help create a structured view of your vendor ecosystem.
Important Distinction: Vendors vs. Users #
Adding a vendor to the Vendor list does not give them access to the software.
- Vendors in the Team module are for tracking and organization only
- They are not automatically added as users
How to Give a Vendor Access to Propel #
If you want a vendor to collaborate within the platform:
- Go to Company Settings
- Navigate to the Users tab
- Add them as a Company User
Once added and activated, they will be able to log in and participate in the software.