Availability: Premier and Enterprise plan

Note: Users in Admin profile can create vendor company and add external users.

Let's take the example of a firm that develops scheduling and ticketing software for private tourism companies. You develop the software and see to the maintenance of it. However, your clients request for support for other languages. For this, you need a dedicated team that works on translations and reviews. It might not be a great idea for you to hire resources for an in-house translation team. Outsourcing the work to a vendor will be cost-efficient and hassle-free. However, this third party service needs to collaborate with your development team to receive completed modules for translation and send the translated files back. Zoho Sprints enables your vendors a limited level of access to information, allowing them to collaborate with your team.

Add vendor company

1. Click the gear icon in the top-right corner to navigate to the Settings page.
   
2. Go to Vendor Users section under Manage Users.
   
3. Click dropdown in Vendor Company button.
   
4. Select Vendor Company. The Add vendor Company window will appear.
   
5. Enter company name.
   
6. Select project to associate with the company.
   
7. Add contact information and mailing address.
   
8. Select the Create user group checkbox to create a user group for the company.
   
   
9. Click Create. The company is created and added to the listing page.
   

Add vendor user

1. Click the gear icon in the top-right corner to navigate to the Settings page.
   
2. Go to Vendor Users section under Manage Users.
   
3. Click dropdown in vendor Company button.
   
4. Select vendor User. The Add vendor User window will appear.
   
5. Enter user email ID. (You can comma to add multiple users.)
6. Select the required vendor company.
   
7. Assign user role and profile.
   Note: You can choose from the default roles and profiles or create custom roles and profiles for your vendor users. Learn more.
8. Enable vendor portal access for the user, if necessary.
   
   
9. Click the Add User button. The user is added as a vendor.

1. Click the gear icon in the top-right corner to navigate to the Settings page.
   
2. Go to Vendor Users section under Manage Users.
   
3. Click the Add User icon that is inline with the required vendor company.
   

Edit vendor company or user

1. Click the gear icon in the top-right corner to navigate to the Settings page.
   
2. Go to Vendor Users section under Manage Users.
   
3. Hover on the Vendor company and click the Edit link to update details.
   
4. Click the Vendor user card in the listing page to view and update user details.

Delete vendor company or user

1. Click the gear icon in the top-right corner to navigate to the Settings page.
   
2. Go to Vendor Users section under Manage Users.
   
3. Hover on the Vendor company and click the Delete link to delete company.
   
4. Click delete icon on the vendor user card in the listing page. The user will be deleted.

List and Grid view

Advanced filter

Cliq chat

Login to vendor portal

Resetting Portal Passwords  

1. Click the hyperlink below Forgot Password.
   
2. Enter the email address.
   
3. Enter the Captcha code and hit Next.
   
4. Click Don't Remember?  
   
5. Enter OTP received via email to resent the password.

1. Click the profile icon on the top right corner.
   
2. Click Sign Out.