How to Assign a Third Party to a Division

Adding a third party (vendor) to a division ensures they are properly assigned to the correct insurance set and contract IDs within your system. Follow these steps to complete the process:

Important Reminder!

• You must have the “manage vendors” permission level.

Step 1: Log into Your Client Dashboard

1. Open your web browser and go to the login page.
2. Enter your credentials and log into your account.

Step 2: Navigate to the Vendor Tab

• Once logged in, locate the Vendor tab on the left-hand menu and click on it.

Step 3: Search for the Vendor

• Use the search bar to type in the vendor's name you want to add to a new division.
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Step 4: Edit Vendor Details

• Click the pencil icon next to the vendor’s name to edit their details.

Step 5: Confirm Contact Information

• Review the vendor’s contact information to ensure it is up to date.
• If any details need updating, make the necessary changes before proceeding.
• Click Next when the information is correct.

Step 6: Assign the Vendor to a Division

• Select the division and the insurance set from the dropdown options. Next, if applicable, enter the required data into the contract ID, ID #2 and/or ID #3 fields. Then select “apply insurance requirements".

Step 7: Finalize Changes

1. Click Next to review your updates.
2. Confirm that all changes are correct
3. A. Click Confirm to complete the process. Please note if the vendor is already registered the final confirmation page will look like the page below. 3. B. If the Vendor is unregistered, Select "Send an email to the vendor with instructions for registering" and then select Confirm.

Your vendor is now successfully added to the new division! If you need further assistance, contact support for additional guidance.