Before entering a relationship with a vendor users can request them directly in Glean and provide details to the Admins. Below are the steps to request a vendor or send a request to another user in your organization.
Select Vendors on the lefthand side of the page.
Click Request New Vendor on the upper righthand side
3. Submit the Vendor's Name, Website, and Who the requestor is.
Note: the person selected as the requestor will be the one who inputs the vendor details.
4. This requestor will receive an email asking them to provide details on this vendor.
5. Once they select "Provide more details", they will be prompted to go through a workflow where they will enter in the vendor information.
6. As part of this workflow, questions the user will be asked to answer include:
What the vendor does, why this vendor is being considered, and the expected value the vendor is going to provide
Where in the evaluation process you are
If this is replacing another vendor
If it has been approved by your Legal and IT teams
The expense category it would fall under and the expected frequency of billing
Vendor's contact information
All relevant documentation (i.e. W9, Contracts, etc.)
Contract dates and if it auto-renews
7. Once this is completed admins will receive an email for approval
8. Once approved the details and documents will be stored on the vendors page