Getting Started For Organisations

Felix Vendor Onboarding Overview

Am overview for Enterprise Users on how to onboard vendors in Felix.

1 View•20 Aug 2025•Knowledge Article

Autofill Password Issue

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

1 View•18 Aug 2025•Known Issue

Check Out the Enhancements Made to Engagements

Improvements on the Engagements feature

1 View•27 Aug 2025•Release Notes

Best Practice - Inviting Vendors for the 1st time

1 View•17 Dec 2025•Knowledge Article

Combining Felix accounts

How Enterprise Users can combine multiple Vendor accounts in Felix

1 View•27 Aug 2025•Knowledge Article

Combining accounts online request form

FAQs on submitting the request form to combine multiple Vendor Accounts.

1 View•27 Aug 2025•FAQ

Compliance Document Notifications for Contracted Vendors

Enables automated reporting of expiring documents, specifically for Vendors with an Active Contract.

1 View•24 Aug 2025•Knowledge Article

Deactivating Inactive Users

Auto-deactivate inactive users

1 View•20 Aug 2025•Knowledge Article

Felix Pre-Go Live Email for Your Team - Operations

Pre-go live email template for operations team

1 View•21 Aug 2025•Knowledge Article

Felix Pre-Go live Email for Your Team - Senior Stakeholders

Pre-go live email template for senior stakeholders

1 View•21 Aug 2025•Knowledge Article

Get Notified When a Vendor Submits a Quote

How Enterprise Users can enable notification for individual quote responses.

1 View•20 Aug 2025•Knowledge Article

Get Notified When a Vendor Updates their Compliance Documents

How Enterprise users can enable notifications when a vendor updates their compliance documents.

1 View•20 Aug 2025•Knowledge Article

Get Notified of Expiring Vendor Documents

How Enterprise Users can enable notifications of expiring vendor documents in Felix.

1 View•20 Aug 2025•Knowledge Article

Get Notified of New Vendor Submissions

How Enterprise Users can enable notification for new vendor submissions.

1 View•20 Aug 2025•Knowledge Article

How to Add an Organisation Logo

How Enterprise Users can Upload an organisation logo.

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 Configure Document Groups

How Enterprise Users can add, delete or change the availability of a document group and allow users to create one during RFQ creation

1 View•19 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 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 Review Vendor Applications

How Enterprise Users can review vendor applications, including details, questionnaires, compliance documents, standard rates, job history and payment details.

1 View•27 Aug 2025•Knowledge Article

How to Rotate and Delete API Tokens

How Enterprise Users can rotate and remove API tokens

1 View•20 Aug 2025•Knowledge Article

How to Set Panel Registration Dates

How Enterprise Users can set panel registration dates

1 View•20 Aug 2025•Knowledge Article

Information Security at Felix

An overview on Felix Information Security.

1 View•20 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

Registering for Felix

How to Enterprise and Vendor Users can register for Felix.

1 View•20 Aug 2025•Knowledge Article

Steps for a Successful Felix Implementation

Steps for Enterprise Users for a successful Felix implementation

1 View•21 Aug 2025•Knowledge Article

Tender Closing Time

Tender closing time

1 View•21 Aug 2025•Knowledge Article

Vendor ABN Changes

FAQs on changing the ABN of vendor accounts.

1 View•20 Aug 2025•FAQ

Vendor ABN Verification at Onboarding

Vendor ABN verification process overview

1 View•8 Sep 2025•Knowledge Article

Verifying Emails from Felix

An overview on how Users can verify emails from Felix.

1 View•20 Aug 2025•Knowledge Article