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Touring the System Settings Options

Use the following Navigation Bar links to customize the Vendor Portal to meet your district's needs. The following table provides a brief description of each option and a link to a topic that contains more details.

Related Topics

Link

Purpose

For more information

E-mail Setup

Note: This link displays only for users assigned a System Administrator role.

Click the E-mail Setup link to configure the e-mail server and customize system-generated e-mail messages:

  • E-mail messages sent to administrative users and vendors when a vendor user name or password or a vendor portal administrator user name or password is requested or a vendor or vendor portal administrator creates a new account.

  • E-mail sent to the approver after a vendor submits a demographic request; to remind the approver to process outstanding requests for approval; to send a list of outstanding requests awaiting approval to the Vendor Portal administrator; and to notify the vendor that the request was approved or rejected.

All e-mail notification messages are sent from the alio Vendor Portal Administrator e-mail address defined on the General Preferences page.

Configuring the E-mail Server

Customizing Account Notification
E-mail Messages

Customizing Request Notification
E-mail Messages

Feature Availability

Click the Feature Availability link to identify the pages available in the alio Vendor Portal.

Defining the Available Vendor Portal Features

Preferences

Note: This link displays only for users assigned a System Administrator role.

Click the Preferences link to define the following default settings: General, Accounts, Logos, and Automated Tasks.

Click the Preference Type Drop-down List button to go to a preference page.

Setting the General Preferences

Setting the Account Preferences

Setting the Logo Preferences

Setting the Automated Task Preferences

Request Setup

Click the Request Setup link to customize the request queue to match your district's business practices. You can identify the pieces of information available for change.

Customizing the Demographics Request Queue

Site Colors

Note: This link displays only for users assigned a System Administrator role.

Click the Site Colors link to set the color defaults for the alio Vendor Portal pages.

Customizing the Colors of the Vendor Portal

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