If you don’t see this in your navigation, your administrator can switch the module on under Administration → Modules, or it may not be included in your plan.
Inviting a vendor contact
A portal login belongs to one of the vendor’s contacts. Open the vendor, go to Contacts, and click Invite on the contact’s row. Invite appears only for an active contact with an email address who has no login yet, and only to people holding Create users.
Click Send the invitation. The contact gets an account in the invited state and signs in with their email address. Their row on Contacts then shows portal invited until they first sign in, portal login once active, or a warning if the account has been suspended or deactivated.
Marking a role external
What makes somebody a portal user is a role marked external, under roles. Anybody holding that role gets the narrowed portal instead of the ordinary navigation, which lets one organisation run its own staff and a handful of contractor logins without a special case for each person.What a vendor sees
A portal user signs in to Work Orders, and their navigation holds only:What a vendor can do
Nothing a vendor submits touches your stock, cost ledger or payables until somebody on your side accepts it.
What a vendor never sees
Everything else in the product is simply absent, not present and refusing. In particular, a portal user never sees:- your internal costs, payments, or what a repair is costing you beyond their own invoice
- warranty and entitlement decisions — whether a repair is covered, and by which agreement
- other suppliers’ work, quotes or prices, and the vendor spend forecast
- internal notes on a job, settings, reports, budgets or the asset register beyond what their job needs
Vendors
Approving a vendor before any of this applies to them.
Roles
Marking a role external, and what that changes.