How to Navigate and Manage the Vendor Portal
The Vendor Portal is a helpful feature in Mind That that allows vendors to check job orders and hazards, send notes and comments, and update the status and completion of the work order. Because of a passwordless design, vendors can easily access the portal without logging in to their accounts. This tutorial will teach you how to access and navigate the Vendor Portal.
Navigating the Vendor Portal
Once you click the link or copy-paste it into your browser, you will be redirected to the Vendor Portal. This is how the portal will look on your end.
The tab has several sections (a) you can click on, such as the Work Order, Comments, Hazards, and Terms and Conditions. 
You can also check for any pending or current jobs by (b) clicking the “All Open Jobs” button. This will redirect you to a new tab that shows the list of jobs and work orders.
Work Order
On the Work Order Tab are several important details, such as the vendor details (a) on the left side and the job order details (b) on the right, including the site, coordinator, site manager, etc.
Comments
Comments, notes or updates on the Vendor Portal will reflect on the main Mind That account, as shown in the image above. This allows for seamless and efficient updates across the board.
Please note that only comments that are flagged public will be visible to the vendor portal. This is the same with the Tenant and Landlord Portals
Hazards
You can also see the hazards associated with the site whilst doing the job order.
Terms and Conditions
You can also check the Terms and Conditions. (Note: The terms and conditions here are placeholders)
Completing Jobs
You can complete job orders in the Vendor Portal by clicking the “Complete Job” button. The calendar will reappear and will ask you to update the dates. Once completed, you will redirect to a window with text indicating that the job is already closed and completed.
All changes made in the Vendor Portal reflect your Mind That account.
Checking Other Jobs
When done with a current work order, you can (a) check for other pending or currently active job orders by clicking the “All Open Jobs” button on the main navigation bar.
The job order list (b) contains only the necessary information, such as the Job Number, Job Name, Site, and Due Date. To access the vendor portal for a work order, click the Job Number, which will redirect you to that job’s portal.
Viewing the Vendor URL
The vendor URL can be easily viewed and copied to be sent to a vendor/user manually. To do this, the Vendor Portal should be toggled on in the Portal settings (See this article on How to Toggle on Portal Feature).
Once the portal feature is enabled, you can copy the Vendor URL and send it via email or copy-paste it into your browser. Click the three-dot/kebab button on the tab parallel to the vendor name.
