Adding Vendor Companies and Vendor Investigators

A vendor company represents the business; a vendor investigator represents the individual who performs the work.

Add the company

Open People > Staff and choose New Vendor.
Enter the vendor name and relevant email, phone, status, address, and notes.
Select Save Vendor and verify the company record.

Add the investigator

Choose New Vendor Investigator.
Complete the person's name, email, role, and access level.
Select the required Vendor Company. The form also offers + New vendor company when the business does not exist.
Review the remaining profile fields and choose Save Profile.

Check the relationship

Open the investigator profile and confirm the company link. The vendor company detail can show Overview, Vendor Investigators, Cases, Price List, Notes, and History. The individual has staff-profile controls and may have a linked user account.

A company record alone does not create a login for its investigators. Creating an active investigator profile with access enabled can initiate an invitation. Applicant conversion also supports a vendor route; use it when the person's application already exists.