Adding & Managing Team Members 
Vendor Admins can invite additional users to collaborate within their vendor account.
Invite a Team Member
Navigate to Team Members Tab
Click Add Member
Enter the user’s name and email address
Click Add Team Member to send the invitation
Once sent, the user will receive an email invitation to set up their Parts Portal account.
Managing Team Members
Existing users can be deleted using the trash can icon under the Actions column next to their name.
Existing users and their statuses can be set as "Active" or "Inactive".
Changes to access take effect immediately.
Vendor Roles & Permissions
Parts Portal uses role-based access to control what actions users can perform within a vendor account.
Vendor Admin Role
Admins have full access to the platform and are responsible for managing system-level settings.
Permissions include:
Managing team members and user roles
Creating and editing customers
Managing parts, suppliers, and operations
Configuring pricing, lead times, and other system settings
Viewing and responding to all RFQs, quotes, and orders
✉️ Notifications: Admins receive system-wide notifications for RFQs, quote activity, and orders.
Vendor Team Member Role
Team Members can support day-to-day quoting and order management but have limited administrative access.
Permissions include:
Creating and editing customers
Managing parts, suppliers, and operations
Configuring pricing, lead times, and other system settings
Viewing and responding to all RFQs, quotes, and orders
⚠️Limitations: Team Members cannot manage users or edit their company's profile.
✉️ Notifications: Team Members do not receive notifications related to the RFQs, quotes, and orders they are involved with. If more than one person needs access to the email notifications, we suggest using a group email address for the username.
Profile Management & User Settings
All vendor users can manage their individual profile settings.
From the Profile Settings area, users can:
Update their name and contact information
Update company details
Change their password
Access Instant Help - Click the "?" icon located in the top right header (next to your profile icon) to access the Help Center and support documentation directly from any page.
⚠️ Note: Email addresses are tied to login credentials and cannot be edited directly. If an email address needs to be changed, contact [email protected] for assistance.