Vendor Admin Guide

Vendor Admins (vendor_admin) manage portal users and templates for a vendor partner organization. Your case access is scoped to your vendor.

Your access

As a vendor admin you can:

• View and work on Cases for your vendor
• View Hearings related to your vendor's cases
• Use Consent to Communicate (CTC)
• Open Settings → Users, Email Templates, and Attorneys
• Invite users with roles at or below your level (vendor_admin, vendor_user, attorney_user, client_user)

You cannot:

• Access Higbee-only features: Case Intake, Offers, Approvals, Tasks, Vendors list
• Configure HATS procedures, automations, or label catalogs
• Invite org_admin or org_user roles
• Assign case user assignments on cases (org admin only)

Common tasks

Invite a vendor team member

1. Go to Settings → Users.
2. Click Invite user (or equivalent action).
3. Enter email, name, and select a role (vendor_user, vendor_admin, etc.).
4. Select your vendor scope.
5. Send the invitation.

See Invite Users.

Manage existing users

1. Open Settings → Users.
2. Search or filter the user list.
3. Click a user to view details, change roles, or deactivate access.

See Manage Users.

Customize email templates

1. Go to Settings → Email Templates.
2. Create or edit templates used for vendor communications.

See Email Templates.

Work cases

1. Open Cases and filter by your vendor if needed.
2. Open case detail to review information, add notes, or upload files.
3. Use CTC when consent is required before vendor communication.

See Finding Cases and CTC Overview.

Escalation

For Higbee org features (intake, approvals, HATS tasks), contact your Higbee Organization Admin.