Edit Vendor - WorkVerge Help Documentation

Real-world scenario

Carlos Reyes · IT Admin at Bluewave Labs

Product took over Notion administration from Engineering. Carlos updates team assignment and billing contact in WorkVerge so the right people see the vendor in the employee portal and receive renewal reminders.

Before you begin

edit:vendors permission (Admin, Owner, or configured Manager)
Vendor already exists in WorkVerge

Overview

Editing a vendor updates ownership, visibility, and billing metadata without touching subscriptions directly. Carlos handles contact and team changes; Maya uses the same form when vendor strategy shifts between departments.

Step-by-step

1
Open the vendor from the list
Search for Notion (or your vendor) in ITAM → Vendor Management and click the row.
2
Click Edit
The edit form opens with current values pre-filled across all sections.
3
Update the fields you need
Change name, type, status, contacts, team assignment, billing contact, currency, or description.
4
Review currency on price changes
If you change pricing in a foreign currency, WorkVerge converts to org currency using the applicable date.
5
Save changes
Updates apply immediately. Subscriptions and invoices are not affected unless you edit those separately.

Editable fields

Vendor name and type
Status. Active, Inactive, or Archived
Contact details and assigned managers
Team assignment. controls employee portal visibility
Billing contact, currency, and base pricing
Description and internal notes

Example update

Notion. team reassignment

Before teams: Engineering, Design
After teams: Product, Design
Billing contact: Maya Chen → Priya Mehta
Status: Active (unchanged)

Team changes affect visibility

Employees only see vendors assigned to their teams. After Carlos removes Engineering from Notion, Engineering team members no longer see it at Employee Portal → Vendors.