A panel is a basic organisational unit within Felix which helps you manage your vendors, their onboarding experience, and ongoing compliance.
Note: To create, edit and/or delete panels in Felix, you are required to have administrator permissions.
Tip: You can learn more about panels and how they are used by reading our guide; Understanding panels.
Add a new panel
To add a new panel:
- Navigate to Settings > Panel Management from your Felix dashboard
- Click the Add New Panel button
- Enter the name of the panel in the Full Panel Name and Short Panel Name fields
- In the Display Items For field, select either Dry Hire, Wet Hire or both
- Enter more details about the panel in the Description box
- Use the Engagement - Browse Panel - Limit Value field if you wish to limit the engagement value for this panel This requires the Engagement feature to be configured for your organisation.
- Enter any details you would like to make available to your vendors in the Form Information field This requires the Public Registration feature to be configured for your organisation.
- Indicate if the submission of standard rates by vendors is Mandatory, Non-Mandatory or Off using the Standard Rates Workflow field
- Select Yes if you would like your panel to be listed
- In the Categories section, select which mode you would like to apply to this panel: Open Mode, Exclude Mode, or Include Mode
- (If required) List the relevant service categories in the field provided.
- Click the blue Save button
Note: The display items for setting allows you to control the pricing options for standard rates displayed on the Browse Panel page for the relevant panel.
Tip: You can learn more about each service category mode in our guide, Understanding panels.
Edit an existing panel
To edit an existing panel:
- Navigate to Settings > Panel Management from your Felix dashboard
- Locate the panel you would like to edit
- Hover over the More icon to the right-hand side of the relevant panel
- Click on Edit from the drop-down menu
- Edit the panel details as required
- Click the blue Save button
Delete an existing panel
To delete an existing panel:
- Navigate to Settings > Panel Management from your Felix dashboard
- Locate the panel that you would like to delete
- Hover over the More icon to the right-hand side of the relevant panel
- Click Delete from the drop-down menu
- Click Yes to confirm the deletion