3 min read · Updated July 21, 2026

Vendor Collaboration

LogicSite connects site owners with their security contractors through vendor relationships. Once a vendor is linked to your site, you can request services, track their projects, and communicate through project activity feeds.

How Vendors Are Created

Vendor relationships are created in three ways:

Handoff claim — When you claim an as-built package from a contractor, a vendor relationship is automatically created.
Direct invite — Facility managers and coordinators can invite contractors directly from the Vendors page.
Project invite — When you create a site-owner project and invite bidders, POST /api/vendors/invite-to-project auto-creates the vendor relationship at the org level as each contractor joins as vendor_viewer.

Inviting Vendors

Navigate to Vendors in the sidebar.

Click Invite Vendor (requires Facility Manager or Coordinator role).

Enter the contractor's email address and select the site they will service.

The contractor receives an invitation and can accept to establish the relationship.

Occupants can view the vendor list and request services, but cannot invite or remove vendors. This permission requires the site:manage_vendors capability.

Vendor Isolation

LogicSite enforces vendor isolation — vendors assigned to your site cannot see other vendors working on the same site. This protects competitive information between contractors.

Each vendor only sees their own projects and floor plans
Vendor-to-vendor communication is not possible through the platform
Site owners see all vendors and can coordinate between them

Communicating with Vendors

Messaging happens through the project activity feed. When you click "Message" on a vendor row, you are taken to the projects page filtered by that vendor's site, where you can:

Post comments on specific projects
Attach photos and documents
Track activity with timestamps

Comments support visibility layers — mark a comment as "Internal" to keep it visible only to your team, or "Client Visible" to share it with the vendor.

Design Shares let you send a floor plan to an external contractor for review or change-order proposals — without adding them as a full project member. From the floor plan details drawer:

Open the floor plan and click Share Floor Plan.

Enter up to 20 recipient emails (business emails only — free webmail domains are blocked).

Each recipient gets a claim-code email; on claim they see the floor plan in their own tenant with the role you selected. Shares expire in 30 days and can be revoked or resent from the "Shared With" card.

Requesting Services

All site roles can submit service requests:

Click Request Service on a vendor row, or navigate to Service Requests in the sidebar.

Describe the work needed and attach any relevant photos or documents.

The vendor receives a notification and can respond with a quote or schedule.

Removing Vendors

Facility managers and coordinators can remove a vendor relationship:

Open the vendor's context menu (three-dot icon)
Select Remove Vendor
Confirm the removal

Removing a vendor does not delete their completed projects or floor plans. Historical data is preserved for compliance and audit purposes.

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