Assessment - Add Vendor

How do I add vendor to a portal?

To add vendor to a portal:

  • Click on the portal name.
  • Click on the add vendor button.
  • Fill in the details of the vendor and click on save.
Survey Software Help Image
Survey Software Help Image
Survey Software Help Image

Can I edit vendor details?

Yes you can edit vendor details. To edit vendor details:

  • Click on the portal name.
  • Click on the email address hyperlink.
  • Update the details and save the changes.
Survey Software Help Image
Survey Software Help Image
Survey Software Help Image

Can I add/remove fields from vendor creation form?

Yes, you can add/remove custom fields in vendor creation form. To add/remove custom fields:

  • Click on the portal name.
  • Go to profile tab and click on add new profile field.
  • Add description of profile field and save.
  • Click on delete icon to delete a field from vendor registration form.
Survey Software Help Image
Survey Software Help Image
Survey Software Help Image
Survey Software Help Image

Can I modify type of profile field?

Yes, you can modify type of profile field. To modify profile field:

  • Click on the profile field label.
  • Update the profile field type.
Survey Software Help Image
Survey Software Help Image

Was this article helpful?
Sorry about that
How can we improve it?
Submit