Watch the video to know how to set up a vendor portal and invite contacts, or read on.
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Log in to the
. -
Click Vendor Payments.
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Navigate to the three dots menu between the Refresh and Download icons and click Setup Vendor Portal.
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Click Setup Vendor Portal.
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Review your public profile details that will be visible to the vendor:
- Business name
- Logo
- Phone
Edit details if required or click Save And Continue.
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You can either Invite all vendors or Select vendors from the contact list. Only the
saved as vendor is eligible to use the portal.
Now that you have set up the portal, you can now invite your vendors to it. To do so:
- On your , navigate to Menu → Contacts.
- Using Quick Filters, choose
vendor
as the contact type. - Select the contact that you want to invite to the portal. In the pop-up that appears to the right, click Invite To Vendor Portal, as shown.
When you do so, the vendor receives an invite on their email address. Once the vendor accepts the invite to join the portal, the label under their contact changes from INVITE SENT to PORTAL ENABLED.
Handy Tips
Check and share the url:
with your vendors for them to see the activities they can perform on the portal.- Select and open the
vendor
contact of whom you want to disable the portal. - Click Options.
- Click Disable Vendor Portal.
The vendor loses their access to the portal.