Vendor Portal
Give vendors scoped access to their purchase orders, deliveries, documents, and rate proposals — without internal access.
Use this when: You want to give a vendor access to their own orders, deliveries, and rate proposals — and nothing else.
Vendor access is external and limited to one vendor plus the projects you allow. Vendors collaborate on their orders, deliveries, documents, and rate proposals without ever entering your internal dashboard.
How Vendor Access Works
Admins create vendor access from the vendor access area. The vendor portal is verified separately from your internal accounts and shows the vendor only their own orders, deliveries, documents, and allowed projects.
Vendors can submit rate proposals through their portal; your team reviews and decides on those proposals internally before they become accepted rates.
Limit allowed projects to only the ones the vendor should see.
Use the vendor's own orders and deliveries as the heart of the portal experience.
Review vendor-submitted rate proposals before updating your rates.
Keep client and vendor visibility rules separate.
What Vendors Can Do
Dashboard
A summary of the vendor's active orders and recent deliveries.
Purchase orders
View the orders that belong to the vendor and their current status.
Deliveries
Track and update deliveries against those orders.
Rate proposals
Submit proposed material rates for your team to review.