How do I add additional contacts to a vendor profile in Portfolio Financials?
NoteThis information is intended for accounts with Portfolio Financials product in Procore. Please reach out to your Procore point of contact for more information.
- Click the hamburger icon in Portfolio Financials and click Vendors.
- Locate the vendor you want to add contacts to and click on their account.
- Click the pencil icon at the top of the page.
- In the '[Vendor Name] Contacts' section, click Add New.
- Fill out the following information for the contact:
- First Name
- Last Name
- Company Role
Note: Click Add another phone number if you want to add an additional phone number.
- Email Address
- Click Save Contact to save the contact.
Click Save and Add Another to save the contact and begin creating another new contact.