Multi-Entity Vendor Portal

Overview

Vendors can create multiple entities within their Vendor Portal account, and manage these entities under one sign-in/contact email. This is valuable for vendors that operate multiple businesses or entities under one contact email address. With a multi-entity Vendor Portal account, vendors can map entity-specific payment and tax details to their respective customers.

How to set up a multi-entity Vendor Portal

From a payment or tax details request

• Open the secure payment or tax details request link from the email Ramp sent you. If you don't have a Vendor Portal account, the link prompts you to create one before opening the request
• On the page to submit your payment/tax information, you'll see sub-text under the header about creating an entity if your business has one
• Select here in the sub-text to set up your entity (you can also always do this later using steps below)

• Add your requested details. Anything added will be tied to the entity you created

From existing Vendor Portal account

• Go to 'Vendor profile'
• Click on your business name to enter the entity selector (arrow next to business name)
• Select "Create new entity" and fill out your entity
• Add payment & tax details for this entity (or skip and do this later)
• Assign customers to your entity (if you're connected to any) in order to share updates to your payment and tax details from the entity they're assigned to

• Select Continue
  • If you re-assigned any customers, any bank accounts previously shared will be removed and customers will receive a notification to update to the newly assigned entity's information

Manage your entity

• When you update your payment or tax details, they will only be updated for the relevant entity, and those updates will need to be accepted by your customer.
• You can edit your entity name at any time by editing your Company name. The company name = entity name.
• You cannot delete an entity once it's created.
• Go to 'Customers' to view all your connected customers, and which entity they are paying. You can update the entity anytime using the switcher in the 'Paid to' field.