š„ Managing Vendor Contacts
Each vendor profile in Vendorvue includes a Vendor Contacts section, where youāll find all associated contacts who have access to the self-service portal and can upload documents directly.
āļø Editing Existing Contacts
To manage existing contacts:
Navigate to the Vendor Contacts section on the vendorās profile.
Click the pen icon to open the editable list of contacts.
From here, you can:
Edit contact details (name, email, phone, title)
Grant or remove access to the self-service platform
Delete contacts if needed
ā Adding a New Contact
To add a new vendor contact:
Click the pen icon in the Vendor Contacts section.
Then, click the āAdd Contactā button in the top right corner.
Fill in all required fields:
First name
Last name
Email
Vendor (pre-filled)
Optional: Title and phone number
Click āSaveā to finalize the contact.
š Granting Access to the Self-Service Portal
To enable a contact to access Vendorvueās self-service portal:
Click the three dots next to the contactās name.
Select āSend self-service invitation.ā
The contact will receive an email invitation to join the platform.
To revoke access, click the same menu and select āRemove self-service access.ā
