How to configure a panel

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:

1. Navigate to Settings > Panel Management from your Felix dashboard
2. Click the Add New Panel button
3. Enter the name of the panel in the Full Panel Name and Short Panel Name fields
4. In the Display Items For field, select either Dry Hire, Wet Hire or both   ^‌  
5. Enter more details about the panel in the Description box
6. 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. 
7. 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. 
8. Indicate if the submission of standard rates by vendors is Mandatory, Non-Mandatory or Off using the Standard Rates Workflow field
9. Select Yes if you would like your panel to be listed
10. In the Categories section, select which mode you would like to apply to this panel: Open Mode, Exclude Mode, or Include Mode   ^‌  
11. (If required) List the relevant service categories in the field provided.
12. 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:

1. Navigate to Settings > Panel Management from your Felix dashboard
2. Locate the panel you would like to edit
3. Hover over the ‌ More icon to the right-hand side of the relevant panel
4. Click on Edit from the drop-down menu
5. Edit the panel details as required
6. Click the blue Save button

Delete an existing panel

To delete an existing panel:

1. Navigate to Settings > Panel Management from your Felix dashboard
2. Locate the panel that you would like to delete
3. Hover over the ‌ More icon to the right-hand side of the relevant panel
4. Click Delete from the drop-down menu
5. Click Yes to confirm the deletion