This article provides guidance on how to manage and update a vendor’s primary business contacts and ownership information using the Vendor Profile: Contacts & Owners page. Accurate and up-to-date contact and ownership records are essential for effective communication, compliance tracking, and certification validation. This article explains how to assign or change a company’s primary contact and how to view and edit owner information, ensuring vendor profiles reflect the most current business structure and points of contact.

Working with Contacts and Owners 

You can view a list of the business primary contacts and owners on the Vendor Profile: Contacts & Owners page.

Changing the Contact for a Company Account 

You can change a vendor’s contact information on the Vendor Profile: Contacts & Owners page.

1. To access the Vendor Profile: Contacts & Owners page, search for and open the vendor’s profile, and then click the Contacts & Owners tab.

2. In the Business Contacts box, select the contact from the list.

3. Click Save Changes.

Editing Owners of a Firm

You can change the firm’s owner on the Vendor Profile: Contacts & Owners page.

1. To access the Vendor Profile: Contacts & Owners page, search for and open the vendor’s profile, and then click the Contacts & Owners tab.

2. View the Owners box to see owners currently assigned to this firm.

3. In the Actions column, click the Edit hyperlink for the owner you want to change.

4. Update the information.

5. Click Save to complete.

Adding Owners of a Firm

If company has added a new owner, you can add the new contact on the Vendor Profile: Contacts & Owners page.

1. To access the Vendor Profile: Contacts & Owners page, search for and open the vendor’s profile, and then click the Contacts & Owners tab.

2. View the Owners box to see owners currently assigned to this firm.

3. Click Add Owner and follow the system prompts to add the new owner. 

4. Click Save to complete.

Deleting Owners of a Firm

If an owner is no longer with the company, you can delete the firm’s owner on the Vendor Profile: Contacts & Owners page.

1. To access the Vendor Profile: Contacts & Owners page, search for and open the vendor’s profile, and then click the Contacts & Owners tab.

2. View the Owners box to see owners currently assigned to this firm.

3. In the Actions column, click the Delete hyperlink for the owner you want to change.

4. Update the information.

5. Click Save to complete.

The Contacts & Owners page within a vendor profile allows users to view and manage a business’s primary contacts and ownership details.

To change the business contact, users select a new contact from the list in the Business Contacts section and save the changes. This ensures that system notifications and correspondence are directed to the appropriate individual.

To edit owner information, users can view current owners in the Owners section and click the Edit link next to the individual whose details need to be updated. After making the necessary changes, the record is saved to reflect the updated ownership structure.

Maintaining accurate contact and ownership records helps ensure smooth vendor interactions, supports compliance with certification requirements, and provides transparency across system processes.