Vendor Invitation

Inviting a Vendor with a Profile

You can invite a vendor to connect with you on Umbrava. Inviting a vendor will send them an email to join Umbrava and take control of the profile you have created. This allows them to input their own information and keep their profile up to date.

In the top right corner of the vendor profile, the button that says 'Invite' opens the vendor invitation screen.

From there, you can select any of the contacts that were created for the vendor and it will populate the information with what is already saved to their profile.

Or you can manually type in the email and name if the contact has not been created for the person that you are inviting to take over the vendors profile.

Once 'Send' is hit, the vendor is in full control of their profile. They will receive an email asking them to set their password, and they can go in and adjust their profile as needed.

Inviting a New Vendor

There is a second way to invite a vendor into the system, and that is through the vendor list.

The 'Send Invitation' button at the top invites the vendor to create their own profile. The Send Invitation screen will ask you to put in vendor name and an email to send the invitation to.

Once this is filled out and sent, the vendor will receive an email to create their account.