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Re-invite vendors to vendor portal

Kristine 2 years ago in Vendor Portal updated by Marek Joniec (XTRF Product Manager) 2 years ago 1

Is there a nice way to re-invite vendors to the Vendor portal? We are going live any day now and have several thousands of vendors. SOME of them have been invited to the vendor portal during our testing and learning period. Sounds dreadful to sort manually through all of them to find who has been invited and who hasn't. Maybe there is a way to find them quickly? Thank you very much in advance! 

Answer

Answer
Answered

Hi Kristine

From the technical perspective, you can select all vendors on your list and send them the invitation to the Vendor portal. 

System will send invitations only to the contacts that don't have an active account yet, at the same time ignoring Vendors who already activated their account in the Vendor Portal.

So, in this case, I wouldn't focus too much on who is already using the portal, let the system deal with that.

Best regards,

Marek

Answer
Answered

Hi Kristine

From the technical perspective, you can select all vendors on your list and send them the invitation to the Vendor portal. 

System will send invitations only to the contacts that don't have an active account yet, at the same time ignoring Vendors who already activated their account in the Vendor Portal.

So, in this case, I wouldn't focus too much on who is already using the portal, let the system deal with that.

Best regards,

Marek