What is the recommended workflow for adding vendors?

The recommended workflow depends on the service provider’s operational model and client management strategy. Typically: 

• Shared vendors that are commonly used across multiple clients (e.g., large vendors like Microsoft where the service provider answers assessment questions centrally, or vendors whose services the service provider consistently recommends to multiple clients) should be created once at the service provider level, then linked to relevant sub-accounts. 
• Vendors unique to a specific client (e.g., local cleaning service, office alarm system provider) should be created directly at the sub-account level.