My Offices
You may need to work with various people when shopping for a project. In My Offices, you can add details about the offices and teams you work with including office members and supplier discounts.
Add a new office
- In Direct Supplier, click your user name in the top right corner.
- Select My Offices.
- Click Add.
- Enter an office name. This will help you differentiate between offices if you work with more than one.
- Add office members by Xactware ID (XID) . They will be sent a verification email to confirm that they should be added to your office.
- Enter any supplier discounts you have worked out with the vendor. The discount should be a percentage removed from the total.
- Click Save.
Edit an existing office
Click the office name to open the office information. From here you can change the office member information.
- To delete a member, click Delete.
- To resend a verification email, click Resend.
- Assign users as project owners by selecting the check box in the Owner column.
