⚠️ After setting up a vendor, you must add at least one office.
⚠️ A vendor must have at least one office before they can be assigned to matters.
⚠️ A vendor must have at least one office before users can be created for that vendor.
How to Add a Vendor Office
Go to Menu → Vendors → Vendor Management
Search for and select the vendor
Click Offices
Enter the Office Name
(Typically the city or country where the office is located)
Then Click Add Office to save
What Happens Next?
Once an office is added:
The vendor can be assigned to matters
Vendor users can be associated with that office
Access
Role | Can Add Vendor Office |
Admin User | ✅ Yes |
Overview User | ❌ No |
Department Overview User | ❌ No |
Ordinary User | ❌ No |