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How to Edit a Contractors Contact Details in RAVE – Process Update

November 10, 2023

This article originated from the Xero blog. The XU Hub is an independent news and media platform - for Xero users, by Xero users. Any content, imagery and associated links below are directly from Xero and not produced by the XU Hub.
You can find the original post here:
https://blog.ravebuild.com/2023/11/10/how-to-edit-a-contractors-contact-details-in-rave-update/

We have updated our process for editing a contractors contact details in RAVE. We now have two work flows depending on whether:

  1. The contractor’s RAVE profile exists in your business ONLY
  2. The contractor’s RAVE profile exists in MULTIPLE branches/businesses

1. To EDIT a Contractor’s contact details when their RAVE profile exists in your branch ONLY

If a contractor’s login/RAVE profile only exist in your branch/business – you have the ability to edit their contact information – via the ‘Edit’ button under their Contractor Profile

> Full instructions for how to EDIT their details are available via RAVE Helps ‘How to Edit a Contractors Contact Details in RAVE’ FAQ guide

2. To REQUEST a change to a Contractor’s contact details when their RAVE profile exists in MULTIPLE branches/businesses

If a contractor’s login/RAVE profile has access to more than just your branch/business – you will not be able to edit their contact details via your branch login.   Instead, you will need to email RAVE’s customer support team with a request to do this for you, or alternatively ask the contractor to update their own details.

> Full instructions for how to REQUEST a change to their details are available via RAVE Helps ‘How to Edit a Contractors Contact Details in RAVE’ FAQ guide

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