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Vendor Portals

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This content applies solely to Vendor Management, which must be purchased separately from the Appian base platform. This content was written for Appian 26.6 and may not reflect the interfaces or functionality of other Appian versions.

Vendor Management enables contracting agencies to set up a public portal where vendors can view and search for public opportunities without having a registered vendor account. If the vendor wishes to communicate with contracting officers, take action on opportunities, or view private opportunities, they can register themselves as a vendor from the portal to get access to the secure Vendor Management Site.

Contracting officers or managers in the privileged user group can customize and manage Vendor Portals.

The public-facing Vendor Portal landing page where vendors can view open opportunities, register an account, and log in to submit proposals.

Public users can also access the Contact Us page to see the best way to reach your organization.

The Contact Us page on the Vendor Portal showing the contracting agency's contact information for public users.

Portal configuration

Vendor Portals also enables contracting officers and managers in the privileged users group to customize the Welcome and Contact Us pages. To configure your portal, sign into your VM environment and click the CONFIGURATION tab and Portal sub-tab.

Configure vendor portal

Vendor Portal welcome page configuration

From the Welcome Page tab, you can customize the portal text, images, logos, and footer links.

Configure text

To customize the text on your vendor portal, click Blue Edit iconUPDATE and complete the following:

  • Title: The name of your portal.
  • Slogan: A short description of your portal. You can toggle the slogan visibility on or off.
  • Registration: Prompt vendors to register if they have not created a vendor account or sign in if they already have.
  • Search Opportunity: Prompt vendors to search or view all public opportunities.

The Welcome Page configuration form with editable fields for Title, Slogan, Registration prompt, and Search Opportunity prompt.

If you have additional links to add to your portal, such as document links or other resource links, click ADD to include them in the page footer as an additional link.

  1. Link Details

    • Name: The name of your link.
    • Number of Resources: Single or multiple resources. Fields in the Setup section change depending on whether you select Single or Multiple.

  2. Setup

    • Name: The name of your resource. For example: Terms of Use.
    • Description: The description for your link.
    • Type: The type of resource, either URL or Document.
    • Enter URL or Upload: Enter the URL or upload a file depending on the type of the resource.

  3. Click ADD.

The Add Footer Link form with fields for Link Details including Name, Number of Resources, and Setup options for URL or Document resources.

Configure images and logos

You can customize your portal to display logos and images specific to your business. To update images and logos, click Blue Edit iconUPDATE.

The images and logos configuration section of the Welcome Page with options to upload custom logos and background images for the portal.

Vendor Portal contact us configuration

Each portal has a Contact Us link in the footer. When a public user clicks this link, it enables them to view the contracting agency contact information page.

You can configure the description, number, email, address, and social media links by clicking Blue Edit iconUPDATE next to each field on the Contact Us tab.

The Contact Us configuration tab with editable fields for description, phone number, email, address, and social media links.

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