The Vendor Portal can be used by freelance vendors and LSPs, which may use it to distribute work among their suppliers.

When creating a new vendor in the XTRF Home Portal, users are asked whether they are freelancers or represent a company (for details, see the Create a new vendor account | Register as a vendor guide).

Companies (LSPs) must define their contact persons. The first contact person invited to an LSP’s Vendor Portal will become the main VP Administrator.

After the administrator logs in to the VP via the invitation e-mail link, they can decide who else from the LSP should have access to the VP and what their roles should be. For details, see the Add a new Vendor Portal user guide.

There are three different types of user roles in the Vendor Portal:

• Administrators have the highest permission level in the VP, which means they can coordinate the work of other Vendor Portal users, manage invoices, and make changes to the vendor company data. The Administrator can see all the jobs, job offers, and invoices. They will also be able to indicate holidays and modify the company profile.

• Regular Users are vendors who can perform jobs in the VP. They can only see the jobs assigned to them by the Administrator, but they can modify their profile settings. Regular Users will only have access to their respective jobs and job offers.

• Contact Persons have the lowest permission level in the VP. They do not have access to the VP, but their data, such as their e-mail addresses, is stored to facilitate communication.

When a job in XTRF is assigned to an LSP, the Vendor Portal administrator receives a notification about it and can reassign the job to another VP user via the Assignee dropdown in the Overview section on the right.

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Administrators and Regular Users can edit their profile settings in the Vendor Portal. Any changes will be instantly reflected in your client’s Home Portal.

To modify your own profile, perform the following steps:

1. Click the icon in the display top right-hand corner.
   
   

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2. Select the My Account option.

3. Click the Edit button in the display top right-hand corner.

4. Provide the required changes in the following sections:

   1. Personal data.

   2. Permissions.

   3. Credentials.

   4. Contact data.

5. Click the Save Changes button in the display top right-hand corner.

To modify another user profile as a Vendor Portal administrator, perform the following steps:

1. Go to the Profile module → Users tab.
   
   

    

2. Click on the profile you want to edit.

3. Proceed as described in steps 3-6.

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