Help Centre

Getting started

Kick off your Felix experience and get started here.

Profile & preferences
Registering for Felix
How to Log in to Felix
How to Reset Your Felix Password
+ 3 More
Account & security
Vendor account merges
How to recover a Felix vendor account
Vendor ABN changes
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First steps for vendors
First time enterprise onboarding
Proceeding through Panel Selection
Completing a panel refresh
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Product updates
Felix Release Notes
Do more in one place with Pricing Sch...
Simplifying the RFQ response process
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Vendors

Information and resources for vendors.

Onboarding with organisa...
How to respond to an email invite
How to use public registration
Introducing the application stepper
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Entering vendor details
Vendor ABN Verification at Onboarding
How to complete vendor details
Introducing your vendor profile
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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
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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
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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 in an RFQ
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Responding to RFQs
How to respond to an RFQ
How to Complete a Pricing Schedule
Types of RFQ messages
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Managing contract deviat...
How to request a contract deviation
How to update a contract deviation re...
How to correspond about contract devi...
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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 User
How to Edit a User
How to Delete a User
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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
How to review vendor applications
Understanding compliance sign-offs
How to invite a marketplace vendor
+ 16 More
Managing vendors
Understanding the vendor list
How to search the vendor list
How to access a vendor profile
+ 11 More
Communicating with vendors
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 project
+ 2 More
Creating procurement sch...
Procurement Schedule Overview
Procurement Schedule Templates
How to Create a Procurement Schedule
+ 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 on Open...
How to manage quoting periods
How to Remind Vendors to Quote
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Managing contract deviat...
How to accept a contract deviation re...
How to suspend a contract deviation r...
How to create a special condition
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Analysing RFQ responses
How to Review RFQ Responses
How to Review, Analyse, and Normalise...
How to Check When an RFQ was Declined
Using approval workflows
What is an approval workflow
How to prepare an approval
How to create and modify approval wor...
+ 3 More
Raising an award from an...
How to recommend a vendor for award
How to award a vendor
Evaluating vendors
Understanding evaluations
How to create an evaluation template
How to create an evaluation assignment
+ 4 More
Engaging vendors
How to use the browse panel
How to engage a vendor using the brow...
How to cancel an engagement
+ 1 More
Generating reports
Compliance documents report
Vendor contact details report
Questionnaire sign off report
+ 7 More
Organisation administration
How to Check if a Vendor has Started ...
Change of Ownership vs. Deleting the ...
Understanding panels
+ 46 More

Felix fundamentals

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

Tips & tricks
Vendor Tags
Messages
Create unique Vendor list Views
+ 1 More
Contractor how-to videos
Logging in & getting help
Navigating Felix
Vendor list overview
+ 6 More
Vendor how-to videos
Getting started
Completing vendor details
Completing panel selection
+ 1 More
Enterprise success
Steps for a successful Felix implemen...
Setting Goals
Primer Email for your vendors
+ 4 More

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 notifications
Internet browser support
Troubleshooting a slow or unresponsiv...
+ 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 tokens
+ 2 More
Single Sign-On
Introducing single sign-on
Configuring SSO with Microsoft Azure
Oracle Aconex
What is the Oracle Aconex integration?
How to connect Felix and Aconex
How to import Aconex documents
+ 3 More
InEight Document Integra...
InEight Document and Felix Integration
Connect InEight Document and Felix
Import from InEight Document
+ 2 More