How to Add a Vendor or Client
Steps to add a vendor
1. Sign in.
2. Navigate to your dashboard.
3. Select the vendor option from the dashboard dropdown menu.
4. Press the 'Add vendor' button to open the form.
5. Complete the form with the vendors' information and your preferred settings for that vendor.
6. Check for the boxes to show you have their consent and that you agree to OPD's terms and conditions.
7. Press the 'Send invite' button.
Steps to add a client
1. Sign in.
2. Navigate to your dashboard.
3. Select the client option from the dashboard dropdown menu.
4. Press the 'Add client' button to open the form.
5. Complete the form with the clients' information.
6. Check for the boxes to show you have their consent and that you agree to OPD's terms and conditions.
7. Press the 'Send invite' button.