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How To Assign And Remove A Vendor To/From A Site

  1. Go to Sites page
    Screenshot 2026-08-13 at 1.55.01 PM
  2. Click on the Service Rates tab in the left panel and this will take you to the old Sites page in a new browser page
    Screenshot 2026-08-13 at 2.00.38 PM
  3. Expand the Service row to assign a Vendor or a Team Member

  4. You should see a dropdown of Service(s) assigned to the Site. Expand the Service row by clicking on the dropdown arrow.

    Note: You can manually assign a Service too.

  5. Click on the "Plus" icon to the right to add a new Vendor

    Note: You can assign multiple Vendors to the Site by clicking on the "Plus" icon

  6. You should see a dropdown to assign a Vendor, Team Member or a Region Team Member. Select "Vendor" from the dropdown if you're looking to assign a Vendor

  7. Select a Vendor name from the dropdown

  8. Select a Priority

  9. Click Save

    Note: Click on the "Plus" icon to the right to add a new Vendor and click on the red cross icon to remove the existing Vendor

  10. Scroll down and click "SAVE & CONTINUE"