Help Centre

Inviting vendors

How to review vendor applications
Once a vendor has completed the onboarding for your organisation, their status within Felix will change from Invited to Pending Approval. You can review the...
Understanding compliance sign-offs
Throughout the onboarding process, vendors may be required to respond to a variety of questions relating to compliance, as well as general information about...
How to invite a marketplace vendor
Organisations can tap into Felix's growing network of over 50,000 Australian and international vendors. Find vendor accounts for companies already usin...
Understanding vendor statuses
Once a vendor has been invited to Felix, their profile will be assigned a distinct status. This status reflects the vendor's progress towards onboardin...
How to review questionnaire responses
Throughout the registration process, vendors are required to respond to a variety of questions relating to compliance, as well as general information about ...
Introducing sign-off templates
Sign-off templates allow your organisation to automatically designate individual sections of the questionnaire to a staff user to provide their sign-off. Mu...
How to invite a new vendor
If you have a specific contact email or new company that you want to invite to Felix, you can invite new vendors at any time. This will create a new vendor ...
How to manage a vendor's panel memberships
Panels can be used to organise your vendors based on the services they provide, or the level of compliance required to pre-qualify for your organisation. A ...
How to validate compliance documents
You can view and validate the compliance documents uploaded by vendors as part of their onboarding application. Documents are pending until actioned by a me...
How to configure sign-off templates
Sign-off templates allow your organisation to configure an approval process in which specific staff users are required to sign off on individual sections of...