Managing Customer List
The Customer List in the Vendor Portal displays all active and inactive Customers a Vendor manages. A Customer refers to any client receiving workforce services. When added via the Vendor Portal, a Customer Portal is automatically created and made immediately accessible.
Vendor Admins can easily add, remove, or update Customer accounts.
Adding a Customer
Go to Vendor Portal > Customer.
Select Add New Customer.
Add Customer Name and Logo
Select Save Changes
The customer has been successfully added to the Vendor's Customer List and its Customer Portal has been created. Select the Customer in the Customer List to go to its Customer Portal.
Optional: Refer to XXX to begin adding Staff in the Customer Portal.
Deactivating a Customer
Deactivating a customer will restrict all actions on the customer and its portal. While all data is retained, no further updates or interactions can be made until the customer is reactivated.
Go to Vendor Portal > Customer.
Deactivate toggle for Active for Customer
Customer will be deactivated
Deleting a Customer
Deleting a Customer will permanently remove the Customer Portal and all associated data. This action is irreversible, so please ensure that no important information remains before proceeding.
Go to Vendor Portal >Customer.
Select Delete icon to delete Customer account.
Account will be deleted after confirmation.
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