Inviting Vendors to Client Portal
Alex Masterson avatar
Written by Alex Masterson
Updated over a week ago

Topics in this article:

Enabling Vendor Invites (admin only)

If you want your vendors to start participating in Client Portal, an admin needs to enable vendor invites. Vendor invites are important because they allow your vendors to get a username and password so they can log into Client Portal.

To enable vendor invites, an admin needs to do the following:

  1. In Sisu, go to Admin > Vendors.

  2. In-line with a vendor, click the Edit button. This opens the Update Vendor screen.

  3. Scroll to the bottom and make sure the Allow Platform Access is checked.

  4. Click Update.

    Note: Now whenever the vendor is added to a transaction, they'll receive a notification email with an enrollment link. For more information, see the section below.

Triggering Vendor Invites

You can trigger a vendor invite email by adding the vendor to a transaction. (The invite will only be sent if invites are enabled for the vendor.) For exact steps on how to add a vendor to a transaction, follow these steps:

  1. Go to Transactions > Transactions.

  2. Click on a transaction to open it.

  3. In the menu on the left, there's a list of forms. Click on a form that has any of the following fields:

    • Mortgage Company

    • Title Company

    • Escrow Company

    • Attorney

      Note: For help adding fields to a form, check out this article in our Knowledge Base.

  4. Go to the vendor field, and select a vendor from the field.

  5. Scroll down to the bottom of the form and click Update.

    Note: As soon as you click Update, an email will be sent to the vendor notifying them that they've been added to a transaction. This email also contains an enrollment link that vendors can use to generate a username and password, in case they don't have one yet.

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