Managing vendors
Inviting Vendors
Vendors can be invited from the header using the Invite ➛ A company (Vendor) page.
Manage Vendors page
View this page in your community (accessible from beacon)
The manage vendors page is an overview of all vendors on your platform. It can be used to reinvite vendors, adjust vendor visibility, and delete vendors.
If a vendor can be reinvited, there will be a link under "Actions"—otherwise they've accepted the invite and are on the platform!
Other actions can be performed by checking the box next to the vendor icon or name and going to "Choose an action".
Visibility options for vendors.
- Hidden
- Visible to all
- Reveal to whitelist domains
- Reveal to vendors
Vendor groups
View this page in your community (accessible from beacon)
Manage groups
Vendor allocation
Client verifications
View this page in your community (accessible from beacon)
This page is for approval of client verification requests. These are sent when a vendor adds that they've previously worked with a client in their profile. In each community, verification can be required or disabled, both for all vendors or for only vendors that have not been whitelisted. If verification is required, it is usually done by the CM.
A vendor may be able to apply for verification in one or more of the following ways:
1) Upload an invoice for that client
2) Submit a public-facing URL on that client's site that lists the vendor as an associate.
3) Verify directly with the client via email.
For email verification, the vendor will need to provide an email address from the client's domain. They'll be sent a link to confirm their relationship and the details of their contract (duration, billing amount). If there is a mismatch between the client's domain and the email address the vendor has used, you'll be notified on this page and have to manually approve it.
For other forms of verification, you'll have to view the details of the verification and choose to approve or deny the verification.
If a vendor has a verified client in one community, it will be verified across all communities.
Please contact customer support to update your client verification preferences. Verification methods can be enabled individually, and verification can be toggled for all or only whitelisted vendors.
Vendor claims
View this page in your community (accessible from beacon)
This page has to do with managing users' claims on vendor profiles. When a vendor is set up in preparatory mode with claims enabled, anyone who's logged in with a domain that matches that vendor's domain can claim it. Those claims go to this table, where you can approve or deny them.