Vendor

Autofill Password Issue

A login issue where the password is automatically filled in when logging in

1 View•18 Aug 2025•Known Issue

BETA feature: Guest users on vendor accounts

This article is for Vendor Administrators and explains guest user permissions, how to monitor guest activity on their RFQs, and upgrade or remove guest access as needed.

1 View•19 Mar 2026•Knowledge Article

Check Out the Enhancements Made to Engagements

Improvements on the Engagements feature

1 View•27 Aug 2025•Release Notes

Completing Panel Selection

A video guide to completing the Panel Selection step when onboarding to an Organisation

1 View•22 Aug 2025•Video

Completing a Panel Refresh

A guide for Vendors needing to update standard rates and compliance details as part of a panel refresh.

1 View•24 Aug 2025•Knowledge Article

Completing the Address Field

How to complete the address field on a Vendor Profile

1 View•24 Aug 2025•Knowledge Article

Completing vendor details

A video guide to setting up Vendor Details when onboarding to an Organisation

1 View•22 Aug 2025•Video

Creating New Payment Details

A guide for Vendors to assist with the creation of Payment Details for an Organisation

1 View•22 Aug 2025•Knowledge Article

Deactivating payment details

A guide for Vendor Users on how to deactivate payment details.

1 View•22 Aug 2025•Knowledge Article

Directing all onboarding invites to one account

A guide for Vendor Users on how to direct all onboarding invites to one account using Domain Claiming.

1 View•25 Sep 2025•Knowledge Article

Editing payment details

How Vendor Users can edit payment details.

1 View•8 Dec 2025•Knowledge Article

Felix Glossary

A list for Vendor Users of Felix terminologies and their descriptions.

1 View•20 Aug 2025•Knowledge Article

First Time Enterprise Onboarding

A guide for Vendor Users on how to onboard for the first time in Felix.

1 View•20 Aug 2025•Knowledge Article

Four types of RFQ messages and how to use them

A breakdown of the four types of RFQ messages a vendor may receive.

1 View•22 Aug 2025•Knowledge Article

Getting Started as a New Vendor

How-To-Video to set up your Felix account as a new Vendor User in Felix

1 View•18 Aug 2025•Video

Getting started

A short video to assist vendors with getting the onboarding process underway

1 View•22 Aug 2025•Video

How to Accept a Special Condition

How a Vendor User can accept a special condition in Felix.

1 View•20 Aug 2025•Knowledge Article

How to Add Compliance Documents

A guide for Vendor Users on how to add compliance documents

1 View•24 Aug 2025•Knowledge Article

How to Add Notes to an RFQ

How Vendor Users can add notes to an RFQ.

1 View•20 Aug 2025•Knowledge Article

How to Add a New Vendor User

Adding a new user from a vendor administrator account

1 View•3 Aug 2026•Knowledge Article

How to Add a Service

A guide for Vendor Users on adding or duplicating a Service in Felix.

1 View•21 Aug 2025•Knowledge Article

How to Assign a Security Group

How Vendor Users can assign a security group under User Management

1 View•18 Aug 2025•Knowledge Article

How to Assign a User to an RFQ

How Vendor Users can assign a user to an RFQ in Felix.

1 View•20 Aug 2025•Knowledge Article

How to Change Your Email Address

Changing your Felix email address

1 View•4 Aug 2026•Knowledge Article

How to Complete Vendor Details

How Vendor Users can complete their vendor details.

1 View•20 Aug 2025•Knowledge Article

How to Complete a Pricing Schedule

A guide for Vendors on how to complete a Pricing Schedule when responding to a Request for Quotation, including how to respond to a Post Tender Request.

1 View•20 Aug 2025•Knowledge Article

How to Complete the Questionnaire

How Vendor Users can complete and submit the questionnaire.

1 View•20 Aug 2025•Knowledge Article

How to Configure Security Groups

A guide for Enterprise and Vendor Users on creating, editing or deleting a security group

1 View•21 Aug 2025•Knowledge Article

How to Convert Additional Contacts to Users

How Vendor Users can convert additional contacts to users.

1 View•20 Aug 2025•Knowledge Article

How to Correspond About Contract Deviations

How Vendor Users can correspond about a contract deviation request.

1 View•20 Aug 2025•Knowledge Article

How to Edit Your Job History

A guide for Vendor Users on how to edit job history

1 View•20 Aug 2025•Knowledge Article

How to Edit a Service

How Vendor Users can edit a service

1 View•19 Aug 2025•Knowledge Article

How to Enable MFA

A guide for Vendors, to assist with enabling multi-factor authentication.

1 View•3 Aug 2026•Knowledge Article

How to Forward an RFQ

A guide for Vendor Users on how to forward an RFQ.

1 View•20 Aug 2025•Knowledge Article

How to Indicate Your Interest in an RFQ

A guide for Vendor Users on how to indicate if your interested or not in providing a quote

1 View•20 Aug 2025•Knowledge Article

How to Join a Panel

A guide for Vendor Users on how to join a panel.

1 View•20 Aug 2025•Knowledge Article

How to Leave a Panel

A guide for Vendor Users on how to leave a panel.

1 View•20 Aug 2025•Knowledge Article

How to Log in to Felix

Logging in to Felix with your Felix account or SSO

1 View•19 Aug 2025•Knowledge Article

How to Provide a Job History

How Vendor Users can add a job history to their Felix profile

1 View•20 Aug 2025•Knowledge Article

How to Recover a Felix Vendor Account

A guide for Vendors who need to recover a Felix account that they can no longer access.

1 View•24 Aug 2025•Knowledge Article

How to Remove Compliance Documents

A guide for Vendor Users on how to archive compliance documents

1 View•20 Aug 2025•Knowledge Article

How to Remove Your Job History

A guide for Vendor Users on how to remove their job history

1 View•20 Aug 2025•Knowledge Article

How to Remove a Service

How Vendors can permanently remove a service from their Felix account.

1 View•20 Aug 2025•Knowledge Article

How to Request a Contract Deviation

A guide for Vendor Users on how to request a contract deviation

1 View•20 Aug 2025•Knowledge Article

How to Reset Your Felix Password

Resetting your Felix password when logged in and when you have forgotten it

1 View•3 Aug 2026•Knowledge Article

How to Respond to an Email Invite

How Vendor Users can respond to an email invite from an organisation

1 View•20 Aug 2025•Knowledge Article

How to Respond to an RFQ

A guide for Vendor Users on how to prepare, submit, and view a response to an RFQ

1 View•20 Aug 2025•Knowledge Article

How to Send RFQ Messages

An overview for Vendor Users on viewing and responding to messages within an RFQ.

1 View•21 Aug 2025•Knowledge Article

How to Submit Standard Rates

How Vendor Users can add and submit standard rates

1 View•20 Aug 2025•Knowledge Article

How to Update Compliance Documents

How Vendor Users can update compliance documents in Felix.

1 View•26 Aug 2025•Knowledge Article

How to Update Service Availability

A guide for Vendor users on how to add an existing service to a new panel.

1 View•20 Aug 2025•Knowledge Article

How to Update Service Terms

A guide for Vendor Users on how to update and set service terms from the Felix dashboard.

1 View•20 Aug 2025•Knowledge Article

How to Update Standard Rates

A guide for Vendors on updating standard rates for a single region or for all regions.

1 View•25 Aug 2025•Knowledge Article

How to Update a Contract Deviation Request

How Vendor Users can update a contract deviation request

1 View•20 Aug 2025•Knowledge Article

How to Update a User's Email

A guide for Administration Users on how to update a user's email

1 View•20 Aug 2025•Knowledge Article

How to Use Public Registration

A guide for Vendor Users on how to use public registration to register as a new vendor or as an existing vendor.

1 View•20 Aug 2025•Knowledge Article

How to View an RFQ

How Vendor Users can view an RFQ via email, dashboard or RFQ list.

1 View•4 Aug 2026•Knowledge Article

How to create a security group

A guide for Vendor Users on how to create a security group in Felix

1 View•25 Aug 2025•Knowledge Article

How to edit a security group

A guide for Enterprise Users on how to edit a security group in Felix

1 View•25 Aug 2025•Knowledge Article

How to update your response to an RFQ

A guide for Vendors needing to update their Response (or Quote) on an active Request for Quotation.

1 View•22 Aug 2025•Knowledge Article

How to view and send messages on an RFQ

A guide for Vendor Users on how to view RFQ messages, create an RFI, acknowledge and respond to addendums or respond and send direct messages in Felix.

1 View•22 Aug 2025•Knowledge Article

Information Security at Felix

An overview on Felix Information Security.

1 View•20 Aug 2025•Knowledge Article

Internet browser support

A guide to the best browsers to use with Felix!

1 View•24 Aug 2025•Knowledge Article

Introducing Compliance Documents

An overview of Compliance Documents in Felix, to assist Vendors onboarding to an Enterprise Organisation.

1 View•25 Aug 2025•Knowledge Article

Introducing Panels

An overview for Vendor Users on Panels

1 View•27 Aug 2025•Knowledge Article

Introducing RFQs

An overview guide for Vendors, which introduces and explains the Request for Quotation (RFQ) feature in Felix.

1 View•25 Aug 2025•Knowledge Article

Introducing Services

An overview for Vendor Users on Services

1 View•21 Aug 2025•Knowledge Article

Introducing Standard Rates

An overview for Vendor Users on standard rates

1 View•21 Aug 2025•Knowledge Article

Introducing Your Vendor Profile

An overview on Vendor profiles and their details, descriptions and documents.

1 View•21 Aug 2025•Knowledge Article

Introducing the AI-Powered Compliance Documents Recognition

An introduction to Felix's AI-Powered Compliance Document recognition tool

1 View•14 Jun 2024•Knowledge Article

Introducing the Application Stepper

An overview of the application stepper for Vendor Users.

1 View•20 Aug 2025•Knowledge Article

Introducing the Questionnaire

A short introduction to the compliance questionnaire for Vendors who are onboarding with a new organisation.

1 View•25 Aug 2025•Knowledge Article

Introduction to Auth0

Auth0 is a new and secure authentication platform partnered with Felix.

1 View•15 Aug 2025•Knowledge Article

Keeping Your Felix Account Secure

An overview on the best practices to keep your Felix account secure.

1 View•20 Aug 2025•Knowledge Article

Logging In and Getting Help

A short video guide on how to log in to Felix and how to contact our Support team.

1 View•21 May 2025•Video

Maintaining Your Felix Account

Best practices for Vendor Users on maintaining your Felix account.

1 View•21 Aug 2025•Knowledge Article

Multi-Factor Authentication for Vendors - Frequently Asked Questions

Frequently asked Questions and Answers regarding Multi-Factor Authentication on Felix Vendor Accounts

1 View•3 Aug 2026•FAQ

Proceeding Through Panel Selection

How Vendor Users can review and manage panels for a particular Felix Organisation.

1 View•20 Aug 2025•Knowledge Article

Providing payment details that Eftsure will validate

This guide will assist Vendors in understanding what providing payment details through Felix may mean for them when an Organisation uses Eftsure to validate payment details.

1 View•22 Aug 2025•Knowledge Article

Registering for Felix

How to Enterprise and Vendor Users can register for Felix.

1 View•20 Aug 2025•Knowledge Article

Responding to Post Tender Requests

A guide for Vendor Users on how to respond to post tender requests in Felix.

1 View•15 Aug 2025•Knowledge Article

Simplifying the RFQ Response Process

Improvements on the RFQ response process

1 View•22 Aug 2025•Release Notes

Submitting Your Application

A guide for Vendors explaining how to submit your application to an Organisation

1 View•21 Aug 2025•Knowledge Article

Tender Closing Time

Tender closing time

1 View•21 Aug 2025•Knowledge Article

Troubleshooting Login Problems

An FAQ to assist users with common log-in problems they may encounter on the Felix platform.

1 View•20 May 2025•Knowledge Article

Troubleshooting Multi-Factor Authentication (MFA) Login Errors in Felix

This troubleshooting guide resolves login failures, expired credentials, and code errors when using Multi-Factor Authentication (MFA) in the Felix platform. Felix Vendor Users can use these steps to decode specific Felix login error messages, fix out-of-sync Authenticator App codes, resolve SMS delivery failures, and verify service status to restore account access.

1 View•26 May 2026•Knowledge Article

Troubleshooting for Compliance Document Issues

This comprehensive troubleshooting guide assists Felix Vendor Users in resolving compliance document upload errors, unexpected document triggers, AI OCR mismatches, client-side rejections, and profile visibility blockages. The article provides precise instructions for bypassing empty validation fields using zero-value inputs, modifying service and questionnaire configurations, navigating the "Pending" statuses, and resolving duplicate business account conflicts. By implementing these workflows, vendors can clear account suspensions and ensure that Organisations can process Pending or Suspended Vendor Invites.

1 View•27 May 2026•Knowledge Article

102 Articles

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