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Manage Vendors

The Vendors page is the directory of vendor partner organizations. It is available to Higbee organization members.

Open vendors​

  1. Click Vendors in the sidebar.
  2. Browse the vendor list with search and filters.

View vendor detail​

  1. Click a vendor row.
  2. Open vendor detail at /vendors/[vendorId].
  3. Review vendor name, contact information, and configuration.

Create a vendor​

If you have create permission:

  1. From the vendors list, click New vendor (or /vendors/new).
  2. Complete the vendor form (name, contact, support phone, etc.).
  3. Submit to create the vendor record.

Vendor context in other features​

Vendor records appear throughout the portal:

FeatureVendor usage
CasesCases belong to a vendor
CTCRequests target a vendor
IntakeIntake routed to vendor
User managementUsers assigned to vendor scope

Vendor admins​

Vendor partner staff with vendor_admin role manage their own users but do not access this org-wide vendors list.

See Vendor Admin Guide.

Permissions​

RoleVendors list
org_adminFull access
org_userView and work with vendors
vendor_admin / vendor_userNo sidebar access