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As an alio Vendor Portal administrator, you can use the Vendor Portal Administrator Home page to perform the following tasks:
Maintain user accounts
Maintain vendor accounts
Customize alio Vendor Portal system settings to meet your district's business policies
Publish vendor forms, news about your district, and links to other sources
Review release notes
Approve vendor requests
Your organization's name and address and the alio Vendor Portal administrator's name and e-mail address display at the top of the page.
You may click the Admin Home link at any time to return to the Vendor Portal Administrator Home page.
The Vendor Portal Administrator Home page has five link categories: Users, Vendors, Settings, Quick Links, and Release Notes. The following tables list the links available in each category.
Click the Users link in the Navigation Menu to list portal user accounts in the User Listing grid; or click one of the following links to display a filtered user account list.
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Note: If you district has implemented alio Vendor Portal and ESP, the User Listing displays all users with an active ESP account, including users identified as alio Vendor Portal administrators. If you district has implemented only alio Vendor Portal, the User Listing displays alio Vendor Portal administrator users. |
Link |
Purpose |
For more information |
Active Users |
Click the Active Users link to display only active portal user accounts in the User Listing grid. |
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Inactive Users |
Click the Inactive Users link to display inactive portal user accounts in the User Listing grid. |
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Locked Users |
Click the Locked Users link to display portal user accounts currently locked out of the portal. Use this link to unlock these user accounts. |
Click the Vendors link in the Navigation Menu to list all alio Vendor Portal vendor accounts in the Vendor Listing grid; or click one of the following links to display a filtered vendor list.
Link |
Purpose |
For more information |
Active Vendors |
Click the Active Vendors link to display only active vendor accounts in the Vendor Listing grid. |
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Inactive Vendors |
Click the Inactive Vendors link to display only inactive vendor accounts in the Vendor Listing grid. |
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Locked Vendors |
Click the Locked Vendors link to display only vendor accounts currently locked out of alio Vendor Portal. Use this link to unlock these vendor accounts. |
Click the Settings links to customize the Vendor Portal to meet your district's needs.
Link |
Purpose |
For more information |
E-mail Setup |
Click the E-mail Setup link to configure the e-mail server and customize system-generated e-mail messages:
All e-mail notification messages are sent from the Vendor Portal Administrator e-mail address defined on the General Preferences page. |
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Feature Availability |
Click the Feature Availability link to identify the pages available in the alio Vendor Portal. |
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Preferences |
Click the Preferences link to define the following default settings: General, Accounts, Logos, and Automated Tasks. Click the Preference
Type Drop-down List button |
Setting the General 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. |
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Site Colors |
Click the Site Colors link to set the color defaults for the alio Vendor Portal pages. |
Use the Quick Links to quickly access frequently used administrator functions.
Link |
Purpose |
For more information |
Vendor Forms |
Click the Vendor Forms link to upload and organize district forms and other correspondence for vendors. These forms display on the Vendor Forms page, accessed from the Vendor Portal Home page. |
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Maintain News |
Click the Maintain News link to edit the content that is displayed in the System Messages section of the Vendor Portal Home page. You can use the Edit News page to display a welcome message or to share important news about your district. |
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Links |
Click the Links link to create and organize a Quick Links menu that will display on the Vendor Portal Home page, if allowed by the organization. |
Each time Weidenhammer releases a new version of the Vendor Portal, it publishes a release notes document. This document summarizes the program enhancements included in the new release. These documents are published in PDF format.
Click the Release Notes link to open the corresponding release notes document in the document viewer.
Click the links in the Navigation Bar at the top of the Vendor Portal Administrator Home page to display the following pages.
Link |
Purpose |
Click the link for more information |
Admin Home |
Click the Admin Home link to return to the Vendor Portal Administrator Home page from another page in the Vendor Portal. |
N/A |
Approval Queue |
Click the Approval Queue link to list the demographic change requests submitted by vendors that are waiting for approval. You have permission to approve vendors' requests if your user name is entered in the Approver field on the System Settings – Demographics Request Setup page. You can identify only one approver. Note: A user assigned a System Administrator role may override approvals. |
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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:
All e-mail notification messages are sent from the Vendor Portal Administrator e-mail address defined on the General Preferences page. |
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Feature Availability |
Click the Feature Availability link to identify the pages available in the Vendor Portal. |
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Links |
Click the Links link to create and organize a Quick Links menu that will display on the Vendor Portal Home page, if allowed by the organization. |
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News |
Click the News link to edit the content that is displayed in the System Messages section of the Vendor Portal Home page. You can use the Edit News page to display a welcome message or to share important news about your district. |
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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 |
Setting the General 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. |
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Site Colors |
Click the Site Colors link to set the color defaults for the Vendor Portal pages. |
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Users |
Note: This link displays only for users assigned a System Administrator role. Click the Users link to list active and inactive Vendor Portal Administrator user records. |
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User Roles |
Note: This link displays only for users assigned a System Administrator role. Click the User Roles link to list active and inactive user roles. |
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Vendor Attachments |
Click the Vendor Attachments link to list the documents uploaded by your vendors. You can open a document link to download a document. |
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Vendor Forms |
Click the Vendor Forms link to upload and organize company forms and other correspondence for vendors. These forms display on the Vendor Forms page, accessed from the Vendor Portal Home page. |
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Vendors |
Click the Vendors link to list active and inactive vendor records. |
to go to
a preference page.