Organisation administration

How to Check if a Vendor has Started an Onboarding Application
Organisations can check the status of their vendors' onboarding application via the vendor listing or the vendor profile. Check via the vendor listi...

Change of Ownership vs. Deleting the Vendor Account to Issue a New Invitation
Change of Ownership A change of ownership is recommended for a vendor account when: There is an evidence that the previous owner of the vendor account ha...

Understanding panels
A panel is a basic organisational unit within Felix which helps you manage your vendors, their onboarding experience and ongoing compliance. It is easy ...

Understanding project groups
A Project Group is a basic organisational unit within Felix which helps you group and organise your RFQs, as well as manage your staff's access to them....

Understanding automatic vendor suspension
The Automatic Suspension feature allows you to automatically suspend vendors as soon as their compliance documents that require suspension expire. Suspended...

Get notified of expiring vendor documents
The Documents tab within a vendor profile allows you to manage internal documents pertaining to the vendor, such as financial audits or contracts. Felix all...

How to Add a New User
Felix allows you to add multiple staff users to your organisation with varying permission levels. An administrator user with the necessary permissions can c...

How to Edit a User
As an administrator, you have the option to edit the details of individual user profiles attached to your organisation. Editing a user To edit a user: ...

How to Delete a User
Deleting a user is one of the options that an administrator can do in Felix. Deleting a user To delete a user: Navigate to Settings > User Managem...

How to Add a User to a Team
Adding a user to a team helps you organise your users in Felix. Adding a user to a team via the Teams Management Setting To add a user to a team: Nav...