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 list or the vendor profile. Check via the vendor list N...

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 evidence that the previous owner of the vendor account has h...

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 Document Settings enable you to send notifications within your organisation regarding the expiration or near expiry of specific document types. To e...

How to Add a New User
Within Felix, you can incorporate numerous staff users into your organisation, each possessing diverse permission levels. An administrator user possessing t...

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...