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How do I change the email address used to invite a vendor?

Written by Zach Koerber

The invitation goes to the contact email on the vendor's record. You can see that address in the Contact column on the Vendors list. If it is wrong, change it from the row menu on the Invite sent tab and the vendor receives a new invitation at the corrected address.

Typos in an invite email are common, and the vendor has no way to tell you the invitation never arrived.

Applies to: Admins and Managers

Steps

  1. Click Vendors in the left sidebar (or press ⌘V).

  1. Select the Invite sent tab and read the Contact column for that vendor. This is the name and email address the invitation went to.

  1. Open the three-dot (⋮) menu at the right of that vendor's row and click Change contact email.

  1. Type the corrected address in New contact email.

  1. Click Save.

Note that Suggest edits in the Company Information section covers the company record itself (Legal Name, DBA / Trade Name, EIN (Tax ID), Primary Trade, Website, and, when the vendor has a main office on record, Main Office Address and Main Office Phone). It is not where you change a contact's email address.

What happens next

The open invitation is repointed and the vendor receives a new invitation at the updated address, so you do not need to resend separately. The vendor stays on the Invite sent tab until they respond.

If the original invitation went to the wrong person or the wrong company, open the three-dot (⋮) menu on that vendor's row on the Invite sent tab and click Change contact email to repoint the open invitation. To stop the original invitation entirely, use Cancel invite in the same menu.

If this doesn't work

  • The invitation went to a completely wrong address → open the three-dot (⋮) menu on that vendor's row and click Change contact email to send the invitation to the right address, or click Cancel invite to stop the original invitation entirely.

  • You only need a different person at the same vendor → click Add contact on Contacts & Info, add them, then use Change contact email on the Invite sent tab to point the invitation at their address.

  • You cannot edit anything on Contacts & Info → these controls only appear on general contractor accounts. If you are signed in on a vendor account you will not see them.

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