Help For Administrators
BETA feature: Including guest vendor users on RFQs
This article is for Organisation Administrators who are needing to enable the Guest Access feature and Staff Users wanting to add Guest Vendor Users to sent RFQs to speed up the quoting process.
1 View•19 Mar 2026•Knowledge Article
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
How to Add a New Organisation User
A guide for Enterprise Users with Administrator or equivalent permissions, on how to add a new user to their Organisation.
1 View•22 Aug 2025•Knowledge Article
How to Add a Team
A guide for Enterprise Users responsible for User Management within their organisation on how to add a team in Felix.
1 View•18 Aug 2025•Knowledge Article
How to Add a User to a Team
A guide for Enterprise Users on how to add a user to a team via the Teams Management or User Management in Felix.
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 Configure Automatic Vendor Suspension
A guide for Enterprise Users on enabling automatic suspension, automatic unsuspend, and vendor suspension notifications.
1 View•25 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 Create and Modify Approval Workflows
A guide for Enterprise Users with the Manage Approval Workflows permission (or Administrator Security Group) on how to create Approval Groups, Approval Routes along with adding/replacing/removing Approvers in their Approval workflow.
1 View•2 Jun 2025•Knowledge Article
How to Customise Your Organisation's Dashboard
How Enterprise Users can customise the organisation dashboard.
1 View•20 Aug 2025•Knowledge Article
How to Deactivate a User
A guide for Enterprise Users responsible for User Management within their organisation who need to deactivate a user in Felix.
1 View•18 Aug 2025•Knowledge Article
How to Deactivate or Re-activate a Sign-off Template
A guide for Enterprise Users who need to deactivate or reactivate a Sign-off Template.
1 View•21 May 2025•Knowledge Article
How to Delete a Team
A guide for Enterprise Users responsible for User Management within their organisation who need to delete a team in Felix.
1 View•20 Aug 2025•Knowledge Article
How to Delete a User
A guide for Enterprise Users responsible for User Management within their organisation who need to delete a user in Felix.
1 View•18 Aug 2025•Knowledge Article
How to Delete a Vendor User
A guide for administrators on how to delete a vendor user in User Management in Felix.
1 View•20 Aug 2025•Knowledge Article
How to Edit a Team
How Enterprise Users can edit a team in Teams Management.
1 View•20 Aug 2025•Knowledge Article
How to Edit a User
A guide for Enterprise Users responsible for User Management within their organisation who need to edit a user in Felix.
1 View•18 Aug 2025•Knowledge Article
How to Edit a Vendor User
A guide for administrators on how to edit a vendor user in User Management in Felix.
1 View•14 Aug 2025•Knowledge Article
How to Reactivate User
A guide for Enterprise Users responsible for User Management within their organisation who need to reactivate a user in Felix.
1 View•18 Aug 2025•Knowledge Article
How to Remove a Sign-off Template
A guide for Enterprise users on viewing, archiving, or restoring a Sign-off Template.
1 View•19 Aug 2025•Knowledge Article
How to Remove a User from a Team
A guide for Enterprise Users on how to remove a user from a team via the Teams Management or User Management in Felix.
1 View•20 Aug 2025•Knowledge Article
How to Setup a Secondary Email Address for Notifications
A guide for Enterprise Users on how to set up a secondary email address for notifications
1 View•20 Aug 2025•Knowledge Article
How to Update Organisation Contact Details
How Enterprise Users can update organisation contact details in Settings.
1 View•20 Aug 2025•Knowledge Article
How to Update Terms and Conditions
How Enterprise Users can update terms and conditions documents in Settings.
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 configure sign-off templates
A guide for Enterprise Users to create and manage required staff sign-off on individual sections of the questionnaire in Felix.
1 View•19 Aug 2025•Knowledge Article
How to deactivate a sign-off template
How Enterprise Users can deactivate sign-off templates in Felix Tools.
1 View•20 Aug 2025•Knowledge Article
How to reinstate a suspended user
How Enterprise Users can reinstate a suspended user in User Management
1 View•26 Aug 2025•Knowledge Article
How to suspend a user
How Enterprise Users can suspend a user in User Management
1 View•26 Aug 2025•Knowledge Article
Introducing Sign-off Templates
How Enterprise Users can manage sign-off templates and how they can be assigned to vendors.
1 View•27 Aug 2025•Knowledge Article
Understanding Automatic Vendor Suspension
An article for Enterprise Users, explaining the Automatic Vendor Suspension feature in Felix.
1 View•25 Aug 2025•Knowledge Article
Understanding Security Groups
An overview for Enterprise Users on Security groups
1 View•21 Aug 2025•Knowledge Article
Unlock Request Email Notification
How Enterprise Users can enable the unlock request email notification
1 View•22 Aug 2025•Knowledge Article
What is a Key Contact
An overview for Vendor Users on assigning key contacts.
1 View•21 Aug 2025•Knowledge Article
If you cannot find the information you need, please select Contact support and a member of our Support Team will be in touch.