Vendor Portal Troubleshooting

Symptom: Vendor sees the portal but no tasks

Cause: No tasks are assigned to them, or assigned tasks sit in staff-only states.

Fix: Assign Open tasks from the staff Vendors side; confirm the vendor identity matches the assignee.

Symptom: Status dropdown skips states or will not advance

Cause: Portal writes are constrained to one-step-forward (Open → Working → Pending Review).

Fix: Advance one step at a time; staff handle Done/Cancelled after review.

Symptom: Name/email/company will not save

Cause: Those fields are read-only in the portal by design.

Fix: Ask the assigned manager to update them staff-side.

Symptom: Vendor reports a full CRM sidebar / staff sees portal-only

Cause: Wrong role assignment — portal users must hold only Vendor Portal User.

Fix: Fix the user_roles assignment in Team → People; mixed roles leak or restrict the wrong surface.

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