If a vendor can’t see specifications, it’s usually because of project visibility settings or their assignment status. To give a vendor access to specs in Ressio, follow these steps:
✅ Step 1: Enable Vendor Visibility in Project Settings
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Go to your Project Settings.
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Find the Specification Visibility section.
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Choose one of the following:
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All Specifications – Vendor can view every spec in the project.
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Assigned Specifications Only – Vendor can only see specs they’re directly linked to.
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Save your settings.
✅ Step 2: Add the Vendor to the Project
For a vendor to access the project and its specs, they must be added to at least one item on the project. You can do this by:
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Assigning them to a schedule item,
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Adding them to a to-do,
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Adding them as the vendor on an estimate line item, or specification.
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Adding them as a vendor on a bid request or a purchase order
This action gives the vendor access to the project and unlocks their ability to view specs based on the visibility setting you selected.
📣 Optional: Notify the Vendor
Vendors do not receive a notification when they're added to a specification. To let them know:
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Open the Specification the vendor is assigned to.
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Click the Messages tab.
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Send a message to the vendor letting them know they now have access to view specs.
💡 This message will trigger an email to the vendor with a link that takes them directly into the spec.