Here is an email that you can send to new Hiring Managers whom you will invite to manage your business in Liquid.
Subject: Platform to Manage Vendors/Consultants: Liquid (Action needed)
Hi xxxx:
We are using a new vendor and contract management platform, Liquid, to help streamline consulting agreements, invoices and time entry. You will be invited to this platform via email (from Liquid) to join YOURCOMPANY as a Hiring Manager.
As a hiring manager, you will have permission to: invite Vendors, create, accept, and manage Work Orders and, if you are added as an Invoice Approver, view and Accept Invoices. As a hiring manager, you may be added as a Hiring Manager for a Vendor and for specific Work Orders.
Step One: You will receive an email from Liquid inviting you to join YOURCOMPANY on Liquid. You'll follow the link in the email to create your login with your YOURDOMAIN email address and join the YOURCOMPANY business. You must click the link from the email to link your login to YOURCOMPANY, otherwise, you will be prompted to create your own business in Liquid.
Step Two: Invite your Vendors/Consultants. Please click here for detailed instructions on how to invite your Vendors/Consultants: Inviting Vendors to Liquid
Step Three: The last (optional) step of the Vendor invite is to attach a Work Order Invite to the Vendor Invite. You can either create the Work Order by following those prompts, or create a Work Order at any time. Please click here for detailed instructions on how to create Work Orders: How to Create and Track Work Orders as a Client in Liquid
Step Four (optional): Uploading Invoices. If your Vendor has invoiced you via email, you can upload that invoice to Liquid for payment. Please click here for detailed instructions on how upload invoices: Uploading Invoices in Liquid
Step Five: You may be asked to approve Invoices for your Consutants/Vendors. Please click here for detailed instructions on how automated invoice approvals work: Automated Invoice Approvals with Hiring Managers.
Step Six (optional): If you need to update the Master Contract term date or payment terms for a Vendor, you can do this on the back of the Vendor Card. Please click here for detailed instructions on reviewing Vendor information in Liquid: Accessing and Organizing Vendor Information in Liquid.
If you have any issues, you can chat with Liquid support using the chat function in the platform at any time (support hours are officially 8am - 8pm Pacific Time, though they do try to be available outside of those hours whenever possible) or email the Liquid Support Team at support@poweredbyliquid.com and they will be happy to help you.
In addition, you can sign up for office hours to get live help via Zoom — they also run an Intro to Liquid webinar each week to get an overview of how Liquid works.
Best,
YOURNAME