How to manage a vendor's panel memberships

Panels can be used to organise your vendors based on the services they provide, or the level of compliance required to pre-qualify for your organisation. A vendor's panel memberships can be updated or changed at any time.

Tip:  You can now assign a sign-off template when updating a vendor's panel memberships. You can learn more about sign-off templates in our guide; Introducing sign-off templates.

Note:  A user must have the required permissions to change and/or update a vendor's panel memberships. If you require these permissions it is best to speak to your organisation's Felix SME or administrator.

View a vendor's panel memberships

To view a vendor's panel memberships:

1. Click on Vendors in your navigation bar to access the vendor listing
2. Locate the vendor whose panel membership/s you wish to view
3. Hover over the ‌ more icon beside the relevant vendor
4. Select View Profile from the drop-down menu
5. Click the Details tab and select Panels from the drop-down menu

Tip:  The Browse Panel feature allows you to browse and engage approved vendors by panel. You can read more about the Browse Panel in our guide; How to use the Browse Panel.

Add or remove a vendor from a panel

To add or remove a vendor from a panel:

1. Click on Vendors in your navigation bar to access the vendor listing
2. Locate the vendor you would like to add or remove from a panel
3. Hover over the ‌ more icon beside the relevant vendor
4. Select View Profile from the drop-down menu
5. Click the Details tab and select Panels from the drop-down menu
6. Select the panel/s you would like to add the vendor to by ticking the box beside the relevant panel name, or remove them by un-ticking it
7. Click the Update button
8. Select the appropriate option, Update Panels or Update Panels and Unlock Vendor   ^‌  
9. Click Yes to confirm your changes

Note:  If you select Update Panels and Unlock Vendor you will be required to enter the details of the unlock event after the panels have been updated.

Warning:  Updates to a vendor's panel membership/s within the Panels section of the vendor profile does not trigger a notification to the vendor. If an unlock has been applied vendor's will receive an email outlining your instructions as part of the unlock event.

Approve or decline a vendor's panel membership

To approve or decline a vendor's panel membership/s:

1. Click on Vendors in your navigation bar to access the vendor listing
2. Locate the vendor whose panel membership/s you would like to approve or decline
3. Hover over the ‌ more icon beside the relevant vendor
4. Select View Profile from the drop-down menu
5. Click the Details tab and select Panels from the drop-down menu
6. Select the appropriate approval status for the relevant panel/s using the Status drop-down menu
7. Click the Update button
8. Select the appropriate option, Update Panels or Update Panels and Unlock Vendor
9. Click Yes in the prompt to confirm your changes

Tip:  You can learn more about what each panel status means by reading our guide; Understanding panels.