How to Add a New Vendor User

You have the flexibility to create new users whenever needed, enabling you to invite your entire team to join Felix. This facilitates collaboration on tasks like pre-qualifications/onboarding for customers, managing compliance documents, and preparing RFQ responses.

Whilst you can add users any time, you may also occasionally receive suggestions for new users from your customers. Customers may do this where they have a specific contact they wish to engage with for a specific opportunity or data need.

You must be an Admin user at a vendor account to add users.

TABLE OF CONTENTS

• Notes about users and vendors in Felix
• Adding new users (self service)
• Adding or declining new users (customer suggested)

Important note about users and vendors in Felix

Currently, Felix only allows a user (an email address) to be present in the Felix platform in the following scenarios:

1. As a vendor only
2. As a vendor and Marketplace Searcher only
3. As a organisation/enterprise user only

This logic can therefore sometimes mean you will see warnings or errors when managing users on your account. Our support team can help provide options in these scenarios.

If you receive an Email already taken error, this means the user you wish to add (or has been suggested to be added) already has an existing Felix account. In these instances, the user in question should reach out to the Support team explore options. Options may include deleting an inactive vendor account or requesting to merge vendor accounts - refer to this article.

Adding new users (self service)

To add a new user:

1. Navigate to Settings > User Management from the main menu.
   
   
   
   
2. Click the Add New User button at the top right corner.
   
   
   
   
3. Fill out the following fields:
   • (Required) First Name
   • (Required) Last Name
   • (Required) Email
   • Phone
   • Mobile
   • Job Title
   • (Required) Security Groups - Select an option from the dropdown menu.
   • (Required) Status - This is greyed out and already set to Approved as default.
     
     
     
4. Click the Save button. The new user will receive a notification to the nominated email address which will contain the username and password used to log in to Felix.
   
   

Adding or declining new users (customer suggested)

Organisation users are able to "suggest" new contacts at vendor accounts when preparing and sending RFQs. This feature is offered to ensure that RFQs are routed to the right contacts at vendors so RFQs get the targeted and timely responses needed for client projects.

If an organisation user suggests a contact for your vendor account, as an Admin user you will receive an email notifying you of this request. The suggested contact will not be able to access the RFQ or your account until an Admin user on your account adds them.

You will be given a link to click to either add or decline the user.

In the decline scenario, the organisation user and suggested contact will also be informed for transparency and for the ability of the organisation to adapt as needed.