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.
Edit or Remove Team Members
Existing users can be removed using the Actions column next to their name.
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:
Permissions include:
Managing team members and user roles
Creating and editing customers
Managing parts, materials, 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:
Permissions include:
Viewing and responding to RFQs
Creating and updating quotes
Viewing assigned customers, parts, and orders
⚠️Limitations: Team Members cannot manage users or edit global configuration settings.
✉️ Notifications: Team Members receive notifications related to the RFQs, quotes, and orders they are involved with.
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
Change their password
Manage notification preferences
⚠️ 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.
Email Notifications Overview
Vendor notifications are activity-based and help ensure timely responses.
Common notifications include:
New RFQs received
Quote updates and status changes
Order activity and confirmations
Notification delivery depends on user role and individual notification preferences.
Best Practices
Assign at least one Admin to ensure coverage for user management and system configuration
Limit Admin access to users responsible for pricing and operational decisions
Review notification settings to ensure important activity is not missed