How can we help?

Welcome to the Felix Help Centre. Find information about the platform and contact our support team using this portal.

Getting started

Kick off your Felix experience and get started here.

Profile & preferences
Registering for Felix
How to Log in to Felix
Introduction to Auth0
+ 6 More

Account & security
Vendor account merges
How to recover a Felix vendor a...
Vendor ABN changes
+ 4 More

First steps for vendors
First time enterprise onboarding
Proceeding through Panel Selection
Completing a panel refresh
+ 4 More

Product updates
Felix Release Notes
Do more in one place with Prici...
Simplifying the RFQ response pr...
+ 17 More

Vendors

Information and resources for vendors.

Onboarding with organ...
How to respond to an email invite
How to use public registration
Introducing the application ste...
+ 1 More

Entering vendor details
Vendor ABN Verification at Onbo...
How to complete vendor details
Introducing your vendor profile
+ 2 More

Panel selection
Introducing panels
How to join a panel
How to leave a panel

Services
Introducing services
How to add a service
How to edit a service
+ 3 More

Questionnaire
Introducing the questionnaire
How to complete the questionnaire

Standard rates
Introducing standard rates
How to submit standard rates
How to update standard rates

Compliance documents
Introducing compliance documents
Introducing the AI-Powered Comp...
How to add compliance documents
+ 2 More

Job history
How to provide a job history
How to edit your job history
How to remove your job history

Payment details
Creating new payment details
Deactivating payment details

Receiving RFQs
Introducing RFQs
How to View an RFQ
How to indicate your interest i...
+ 1 More

Responding to RFQs
How to respond to an RFQ
How to update an RFQ
How to Complete a Pricing Schedule
+ 2 More

Managing contract dev...
How to request a contract devia...
How to update a contract deviat...
How to correspond about contrac...
+ 1 More

Managing RFQs
How to assign a user to an RFQ
How to add notes to an RFQ
How to forward an RFQ

User Management
How to Add a New Vendor User
How to Edit a Vendor User
How to Delete a Vendor User
+ 2 More

Security Groups
What are security groups
How to create a security group
How to edit a security group
+ 1 More

Contractors

Information and resources for contractors.

Inviting vendors
Understanding compliance sign-offs
Introducing sign-off templates
Understanding vendor statuses
+ 16 More

Managing vendors
Understanding the vendor list
How to search the vendor list
How to access a vendor profile
+ 11 More

Communicating with ve...
How to send vendor messages
How to view announcements

Working with projects
What is a project?
How to create and modify projects
How to create folders within a ...
+ 2 More

Creating procurement ...
Procurement Schedule Overview
Procurement Schedule Templates
How to Create a Procurement Sch...
+ 17 More

Sending RFQs
What is a Request for Quotation?
Understanding RFQs
How to create an RFQ
+ 7 More

Managing sent RFQs
How to Assign a New RFQ Owner o...
How to manage quoting periods
How to Remind Vendors to Quote
+ 5 More

Managing contract dev...
How to accept a contract deviat...
How to suspend a contract devia...
How to create a special condition
+ 2 More

Analysing RFQ responses
How to Review RFQ Responses
How to Review, Analyse, and Nor...
How to Check When an RFQ was De...

Using approval workflows
What is an approval workflow
How to prepare an approval
How to create and modify approv...
+ 3 More

Raising an award from...
How to recommend a vendor for a...
How to award a vendor

Evaluating vendors
Understanding evaluations
How to create an evaluation tem...
How to create an evaluation ass...
+ 4 More

Engaging vendors
How to use the browse panel
How to engage a vendor using th...
How to cancel an engagement
+ 1 More

Generating reports
Compliance documents report
Vendor contact details report
Questionnaire sign off report
+ 7 More

Organisation administ...
How to Check if a Vendor has St...
Change of Ownership vs. Deletin...
Understanding panels
+ 46 More

Felix fundamentals

Tips, tricks, and guides to help you get the most out of Felix

Extras

Articles about our services and useful troubleshooting guides

Support services
Contacting Felix Support
Understanding request handling
Escalating a support request
+ 1 More

Additional information
Troubleshooting email notificat...
Internet browser support
Troubleshooting a slow or unres...
+ 4 More

Public Portal
Introducing the Public Portal

Integrations

Integrations for enterprise customers.

Web API
What is the Web API
How to generate API tokens
How to rotate and delete API to...
+ 2 More

Single Sign-On
Introducing single sign-on
Configuring SSO with Microsoft ...

Oracle Aconex
What is the Oracle Aconex integ...
How to connect Felix and Aconex
How to import Aconex documents
+ 3 More

InEight Document Inte...
InEight Document and Felix Inte...
Connect InEight Document and Felix
Import from InEight Document
+ 2 More

Eftsure Verifications...
About the Eftsure Verifications...