📋 Requirements
Before you begin, make sure:
You have access to Buildern.
You have permission to manage Sub/Vendors.
At least one subcontractor or vendor exists in your account.
👉 Learn more about How to Add a New Subcontractor or Vendor in Buildern
Add Contacts to a New Vendor or Subcontractor
To add contacts while creating a new vendor:
Navigate to People > Sub/Vendors.
Click Add Sub/Vendor.
Enter the company information.
Scroll to the Contacts section.
Click Add Contact.
Enter the contact's:
Name
Email address
Mobile number
Configure notification preferences by selecting which Buildern items the contact should receive notifications for.
To provide access to the Vendor Portal, enable the Grant Access checkbox.
Repeat the process to add additional contacts as needed.
Save the vendor record.
ℹ️ Note -There is no limit to the number of contacts that can be added to a subcontractor or vendor.
Add Contacts to an Existing Vendor or Subcontractor
To add a contact to an existing vendor:
Navigate to People > Sub/Vendors.
Locate the subcontractor or vendor.
Click the vendor name or click the ⋯ (three-dot menu) and select Edit.
Scroll to the Contacts section.
Click Add Contact.
Enter the contact information and notification preferences.
Click Save.
Edit a Contact
To update an existing contact:
Click the contact's ⋯ (three-dot menu).
Select Edit.
Update the contact details, notification preferences, or portal access settings.
Click Save
Remove a Contact
Contacts can be removed from either the vendor record or the Sub/Vendors list.
Option 1: Remove from the Vendor Record
Open the vendor record in edit mode.
Locate the contact.
Click the contact's ⋯ (three-dot menu).
Select Remove.
Option 2: Remove from the Sub/Vendors List
Navigate to People > Sub/Vendors.
Locate the contact beneath the vendor record.
Click the contact's ⋯ (three-dot menu).
Select Remove.
ℹ️ Note - Removing a contact permanently deletes that contact from the vendor record.
Additional Contact Actions
Each contact includes a ⋯ (three-dot menu) that provides quick access to additional actions.
Available actions include:
View
Edit
Remove
Merge
Grant Access
Preview Portal
Managing multiple contacts allows you to keep vendor communication organized while controlling notifications and Vendor Portal access for each individual contact.
👉 Learn more about How to Manage and Organize Sub/Vendors in Buildern
Keep your projects moving forward with greater efficiency and control.
Happy building!