Manage Vendor Organizations
Last updated: October 14, 2025
Overview
Admins can update vendor organizations at any time. Changes made to vendors will take immediate effect. To learn about adding and managing members of a vendor organization, see the article Add and Manage Vendor Members.
In this article, we’ll go over everything you need to know to manage vendor organizations.
Add Vendors to a Specific Location
Click Vendors & Customers in the left menu.
A new page will open. Click the Vendors tab on the left.
A table with all active vendors will be displayed.
You can search and filter vendors. For more information on the search and filter functions, see the article Searching and Filtering.
Edit a Vendor Organization
Once you’ve found the desired vendor, click to view their profile. The Edit vendor page will open.
To update asset information, click the Details tab. You can update any of the desired fields. For a breakdown of the field options, see the article Create a Vendor Organization.
Click Save to keep any changes.
To manage the files associated with a vendor, click the Files tab.
You can upload a new file with the bottom upload field. Click the field to select a file or drag and drop the desired file in the field.
You can download a file by clicking the cloud icon in the bottom right of an image.
To remove an image, first click to open it. In the top right click the trashcan icon.
Click Save to keep your changes.
Archive a Vendor
Warning: When you archive a vendor organization, they will no longer appear as an option on tickets. Use caution before archiving.
To archive a vendor, click the three dots in the top right and select Archive vendor.
Unarchive a Vendor
To view archived vendors, click Vendors & Customers in the left menu.
A new page will open. Click the Vendors tab on the left.
Click the three dots in the top right and select Show archived. All archived vendors will be displayed, select the one you want to unarchive.
In the top right click the three dots and select Unarchive vendor.
