For each onboarding application, you will start by reviewing your vendor details. For brand new accounts this is the first opportunity to enter your business details.
This section will ask you to enter general details about your business including your business registration and tax details.
If you have previously completed an application for another organisation this section may already be pre-filled. Please review all details to ensure they are accurate and up to date.
To complete the Profile Details section:
The distance willing to travel drop-down menu is used to indicate the distance you are willing to travel to perform work from the address listed in your account. This setting will be used to match you with the most relevant RFQs.
This section will ask you to enter the contact details for the primary account owner. These are the details that organisations and Felix will use to reach out to you as a vendor.
To complete the contact information section:
You will not be able to update the contact email from this section. The contact email is also your username and can be updated on the User Profile page of your account. You can learn more about updating your email address in our guide; How to change your email address.
You are able to nominate additional individuals who should receive notification of new RFQs and other Felix communications.
To add an additional contact:
Adding an individual as an additional contact will allow them to receive copies of Felix communications however it will not create an account for them. Only the account owner is able to log in and access the account using their login credentials.
This section will allow you to enter the details of the branches or offices run by your business. You can also use this section to indicate which location is your head office.
To add a branch location:
The Branch Locations section is subject to custom configuration by the organisation and may not be enabled for your application.
This section will allow you to enter the details of the directors of your business.
The Company Directors section is subject to custom configuration by the organisation and may not be enabled for your application.