Help Centre

How can we help?

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

Having trouble completing the Address field? Find help here.

Getting started

Kick off your Felix experience the right way. Get started here.

Login & password
How to log in to Felix
How to reset your Felix password
How to change your email address
+ 1 More
Account & security
About vendor account merges
How to recover a Felix vendor a...
About vendor ABN changes
+ 2 More
For vendors
First time enterprise onboarding
Getting started with Vendor Det...
Proceeding through Panel Selection
+ 2 More
Video library
Product updates
Direct Integration: Felix and O...
Check out the enhancements made...
What's new in Felix - October 2021
+ 6 More

Enterprise Onboarding

Onboard with enterprise organisations.

Organisations
How to respond to an email invite
How to use public registration
Introducing the application ste...
+ 1 More
Panel selection
Introducing panels
How to join a panel
How to leave a panel
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
How to add compliance documents
How to update compliance documents
+ 1 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

Requests For Quotation

Sending and receiving RFQs and engagements.

About RFQ
Introducing RFQs
Understanding job details
Receiving an RFQ
How to view an RFQ
How to respond to an RFQ
How to indicate your interest i...
+ 2 More
Managing Request For ...
How to send communications to v...
How to view RFQ responses
How to Forward a RFQ to a Contact
+ 3 More
Sending an RFQ
How to Create a New RFQ
How to Create a Job Summary
How to Upload Documents to a RFQ
+ 2 More
Communications
Types of RFQ messages
How to send RFQ messages
How to add notes to an RFQ
+ 1 More
Contract deviations
How to request a contract devia...
How to update a contract deviat...
How to correspond about contrac...
+ 1 More

Vendor Settings

Vendor Details
How to complete vendor details
Introducing your vendor profile
Address field issues
Services
Introducing services
How to add a service
How to edit a service
+ 3 More
User Management
How to create a new user
How to edit a user
What is a key contact?
+ 1 More
Security Groups
What are security groups?
How to create a security group
How to edit a security group
+ 1 More

Success

Service and product information for you and your team.

Ensuring Success of F...
Steps for a successful Felix im...
Setting Goals
Primer Email for your vendors
+ 4 More
Tips & Tricks
Vendor Tags
Messages
Create unique Vendor list Views
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...
+ 3 More