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Wunderkint markCRM | Documentation

Vendor Portal FAQ

I am a vendor — what can I change?
Task status (one step forward) and four profile fields: phone, mobile, website, availability status. Everything else is read-only.
Why can I not mark my task Done?
Done and Cancelled are staff-only so a manager reviews the work first. Move it to Pending Review and your manager takes it from there.
What do strikes mean?
Strikes (x/3) drive your health: Good, Warning, Critical, or Suspended. Completed and on-time counts sit alongside so the record is fair.
Why is there a suspension banner?
Staff suspended the account — portal access is limited until a manager lifts it. Contact your manager.
Staff view vs portal view?
Staff get full vendor CRUD, assignment, and strike/suspend controls in the Vendors module. The portal is intentionally a subset — Dashboard, Tasks, Profile, nothing else.