In order to update your company's contact information navigate to "Account Settings" in the Trade Portal by clicking on your Profile Avatar at the top right next to the "?" symbol.
From there you can either add a Contact, Edit a Contact or update Roles by Market
Adding a Contact
Simply click the + Add Contact button and entire the details of your contact.
Note: Make sure to enter both the first and last name of any contact!
Use the first toggle to give this new contact access to the Homebound Trade Portal and the second toggle if this contact should have a role in a market such as PO Signatory or Invoice Approver. If the Contact will have a role in a market then you will need to enter a physical address.
Edit a Contact
Simple click the ✎ Icon next to the Contact's email in order to make changes
Deleting a Trade Contact
You can use the red button at the bottom of the modal to Delete a Contact.
Note: You will not be able to Delete a Contact if they have previously signed a PO, approved an Invoice or had a role in one of our markets. In that case you can Deactivate the Contact if they are not currently signed to a Role.
Update Roles by Market
In order to update Roles for Contacts by market use the drop down arrow next to the market name on the right. You company may operate in only one or in many of Homebound's markets. You can then add a Contact to a Role as long as you have toggled on the ability for that Contact to have role.
The functions of a role are as follows.
- Contract Signatory: This person has the authority to sign company contracts/agreements
- Lien Waiver Signatory: This person has the authority to sign lien waivers for your company.
- PO Signatory: This person has the authority to sign off on PO’s for all projects.
- PO Recipient 1: This person will receive a copy of all fully executed PO’s .
- PO Recipient 2: This person will receive a copy of all fully executed PO’s.
- Invoice Approver: This person has the authority to approve invoices for payment.
- Estimator: This person generates bids/pricing/proposals.
Enabling Trade Portal Access
By toggling on "Enable HomeboundTrade Access" the contact will be given access to our Trade Portal. They will be able to sign in using their email address. Here is how How to Sign Into the Homebound Trade Portal
Note: Roles highlighted in Bold are especially important for signing contracts/POs or approving Invoices in the HomeboundTrade Portal.