<aside>

This guide explains how to add Vendors (Staff team members) to the Sapphire system.

</aside>

<aside>

Required Permissions

⚠️ If you do not see the Vendors option, your role may not have the required permissions.

• Leasing Professional
• Maintenance Supervisor
• Property Manager
• Organization Admin
• Partner

To add vendors, you must be logged in with a user role that has vendor creation permissions. Supported roles include:

</aside>

<aside>

Steps to Create a Vendor

Step 1: Navigate to Vendors

From the left-side navigation menu, click Vendors.

</aside>

<aside>

Step 2: Click the Add (+) Icon

On the Vendors page, click the “+” icon in the top-right corner.

</aside>

<aside>

Step 3: Select Property

Choose the Property that the vendor will be assigned to.

</aside>

<aside>

Step 4: Enter Vendor Information

Fill in the required fields:

• First Name
• Last Name
• Email Address
• Mobile Phone Number </aside>

<aside>

Step 5: Save

Click Save to create the vendor.

</aside>

<aside>

✅ Vendor Created

Once saved, the vendor will appear in the Vendors list and be associated with the selected property.

</aside>

<aside>

Tips

• Double-check email and phone number accuracy before saving.
• Vendors can only access properties they are assigned to.
• If changes are needed later, edit the vendor from the Vendors list. </aside>