Vendor Portal Overview
A Vendor Portal is an interface where outside contacts can interact with work orders.
Portal Setup
A Vendor Portal is set up by Installer. Go to Contacts, Installer, pick an Installer and click Manage Portal to edit their portal settings.
The Vendor Portal interface is where you customize what portal users can see and do within the Vendor Portal.
Details
Portal admin
This is the User that is the manager of this Portal and this Installer. Usually your Production Manager or Scheduler is a portal manager.
Status
Only Active portals will be available for use by Portal Users. Make inactive if you wish to pause viewing and usage by Portal Users.
Insurance Info
Click the desired insurance dates you would like to display on the portal.
If required, the Installer's insurance dates will be displayed and warnings will be shown if dates are expired.
Company Contacts
These are the User contacts that will display on each work order within the Vendor Portal. If the Portal User has any questions, these are the contacts that are available to them.
Show Contacts
If unchecked, no Company contacts will appear with any work order.
Show Profile Pictures
When checked, the User profile picture will appear next to their name with the Work Order contact section.
Work Order Settings
Include work orders
This displays a list of work orders assigned to the installer. This is recommended.
Include work order calendar
This displays a work order calendar.
Limit work order statuses
Only the work orders with statuses listed here will be shown within the portal. If nothing is added, all work order statuses will be shown.
Typically, "In Progress" is the only status entered here.
Vendor Portal Users
This is where Portal Users are invited.
When adding a Portal User, enter a valid email, first name, and last name. Click the permissions you would like to grant for this user. Feel free to set the default portal language. However, the Portal User can set their language as well.
Work Order Permissions
Able to Mark Work Orders as Done - Enables the Complete Work Order button
Able to Upload Invoices, Photos, and Notes - Enabled the options within the plus menu.
Required to Certify Instructions - Add radio checkboxes to the work order instructions
Required to Certify Material Orders - Adds radio checkbox to Material Order view.
"Magic Link" Authentication
Portal Users are authenticated via a "magic link" and no user name or email passwords are required. The Portal Users sign into the Vendor Portal via the invite link sent to their email.
Portal User Log
This shows the Portal User's activity within the Vendor Portal.
Log Entries
This displays any changes to the Vendor Portal
Portal Usage
Depending on the Work Order Settings above, a Portal User will see a list and/or a calendar of work orders.
Work Orders
Below is an example work order the Portal User may see.
