How to manage vendor policies

Vendor Policy Management

Each vendor can have a vendor policy added to it. These policies can be for information purposes only or they can be mandatory to accept at time of purchase.

Steps to add a new policy

1. From the left-hand side menu in building or client admin, select My Building> Building.
2. On the building screen, navigate to the building that has the vendor you want to delete and click Vendors > View Vendors.
   
3. On the vendors list screen, navigate to the vendor you want to onboard and click Actions > Policy Management.
   
   
4. On the policy management modal, navigate to the right of Vendor Policy and click Actions > Add New.
   
5. Complete the New Vendor Policy form by entering in the policy content, an alternative name for the policy and tick whether acceptance of this policy is mandatory at time of purchase.
   
6. Click Save.

Steps to edit a policy

1. From the left-hand side menu in building or client admin, select My Building> Building.
2. On the building screen, navigate to the building that has the vendor you want to delete and click Vendors > View Vendors.
   
3. On the vendors list screen, navigate to the vendor you want to onboard and click Actions > Policy Management.
   
   
4. On the policy management modal, navigate to the right of Vendor Policy and click Actions > Edit.
   
5. Make required edits in the Edit form. If you had previously ticked acceptance of this policy is mandatory when booking, any changes made to the policy will require all previously agreed app users to accept the new policy.
   
6. Click Save.

Steps to export accepted app user and accepted history reports

1. From the left-hand side menu in building or client admin, select My Building> Building.
2. On the building screen, navigate to the building that has the vendor you want to delete and click Vendors > View Vendors.
   
3. On the vendors list screen, navigate to the vendor you want to onboard and click Actions > Policy Management.
   
   
4. On the policy management modal, navigate to the right of Vendor Policy and click Actions > Export Accepted App Users or Export Accepted History.
5. The report will download automatically.
6. Click Close to exit.