Service Provider Setup - User Guide

Created by Martina Farneva, Modified on Mon, 18 Mar 2024 at 02:09 PM by Martina Farneva



Setup Your Service Providers:


Setting up your Service Providers is a crucial part of getting started on the solution.



How to Setup Service Providers:

Navigation: Portfolio> Service Providers


  • Hover over Portfolio, click on Service Providers.
  • Click on New Service Provider.
  • Completed the New Service Provider details, click on Create.



NBShould you have an extensive list of Service Providers, that Service Provider list can imported. A Service Provider Import Sheet would have been sent to you along with the Asset Import Sheet to be completed.


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