📖 Estimated Read Time: 4 minutes
Sections in this article:
- Activate Your Vendor Portal Account
- Using the Vendor Portal Dashboard
- Submit Forms
- Messaging Your Customer
- Manage Your Associated Forms, Files, and Records
- Manage Your User Profile
- Troubleshooting
The Vendor Portal is designed to make collaboration simple, secure, and transparent. As a vendor user, you’ll be able to:
- Respond to onboarding or compliance forms
- Communicate with your customer
- Track the status and progress of submissions
- Manage your own profile and details
To learn about using the Vendor Portal as a vendor user, watch the demonstration or follow the steps below:
Activate Your Vendor Portal Account
When your account is created by a Gatekeeper customer, you will receive an invitation email.
- Click Activate Account in the email.
- Set a secure password.
- Bookmark the portal URL for future access.
If you have been asked to self-register, you will receive a unique registration link from your contact. Follow the link and complete the account setup.
The Vendor Portal Dashboard
Once logged in, you will land on the Vendor Portal Dashboard.
This provides a clear view of:
- Forms that require your input or have already been submitted
- Events that are awaiting action
- Message threads you are part of
This dashboard is your central location for keeping track of your outstanding tasks.
Submit Forms
When a customer invites you to complete a form, you’ll receive a notification email. You can either:
- Click the link in the email
- Log in and click Update Submission next to the relevant form
Make sure to fill in all required fields, these may include dropdowns, free-text fields, and file uploads. You have the option to:
- Click Cancel to discard your changes
- Click Save to return to the form later
- Click Submit once complete
Once submitted, the workflow tracker will display which phase the form is currently in.
Message Your Customer
To send or respond to messages:
- Click Contact Us to start a new message thread
- From the navigation menu, click Messages to view any ongoing conversations
Messages are linked to the relevant vendor or contract records, and will also be sent via email to the appropriate contacts.
Manage Your Associated Forms, Files, and Records
From the navigation menu, you can view and manage:
- Forms: See all active and completed forms, and search or filter results as needed
- Files: View and download documents that you have uploaded, or files shared by the customer
- Vendors: Access your vendor record in a read-only format, with tabs for related data
- Contracts: View any contract records you’re associated with, including details and events
Manage Your User Profile
To manage your user details:
- Click your name in the top-right corner.
- Select Profile.
- Update your name, email address, or password.
- Click Save to apply changes.
Troubleshooting
If you receive a 500 error after clicking a link in a Gatekeeper email, check whether you received an invitation email to activate your account. If your access hasn’t been fully configured, you may have received a message asking you to complete a form or process before being invited to the portal.
Look through your emails for a message from Gatekeeper that includes an invitation link.
Alternatively, this can happen if the form is no longer open for you to provide input. Once you (or another user from your company) submit a form, it is now with the client to review and update. As such, you will no longer be able to make updates, unless they send the form back to you for revisions.