Vendor Profile Public Sharing

Overview

Vendors can securely share their vendor profile, tax details, and documents with customers. They can control what each recipient sees, track activity, change permissions, and extend or revoke access at any time.

Vendor profile: company name and logo, business description, location, contacts, and links
Tax details: vendor legal name, federal tax classification, tax address, tax forms (W-8/W-9)
Documents: any documents uploaded in the Vendor Portal (i.e. contracts, compliance & security docs, privacy policy, etc.)

Preview your public profile

Go to Vendor profile > Preview profile to view the read-only view your customers will receive. You will be able to customize what each customer sees.

Click Share profile and under Invite customers, open the Access permission dropdown
Select the items you want to share (i.e. tax details and SOC2)
- In order for a document to be shared, you must have that document type uploaded in your profile)
Enter the customer's email and hit Submit. You will see "Invite sent"
- You can only invite one customer at a time
Your customer receives an email with a secure link to view your profile

Customers with access to your profile can view the items you shared, download shared documents, and see your vendor profile details (business name and description, contacts, links, etc).

Manage access for each customer

Open Share profile to view Customers with access
Select a customer to Manage access. To change access after sharing, you can add or remove tax details/documents > Save > the recipient's view updates on refresh.
Review Activity to see a log of when access was created, emailed, and edited, and confirm when a document was downloaded by document and file name

Click Revoke access and confirm to no longer allow the recipient to view the shared page. They will see a 404 (error) page instead.

Access expiration and requests

Access expires in 30 days by default. When a link expires, the recipient will see a "Your access has expired" banner and can click Request access. You will get an email to approve the request and extend access for another 30 days.

Use cases and best practices

Use cases:

You repeatedly share the same documents with your customers via email or other manual processes
You want to store your vendor documents and business details in one place and easily re-share with customers or prospects

Best practices:

Share only what your customer needs (for example, Tax details and one compliance doc)
Keep your tax forms current
Revoke access if you shared the wrong files
Use Extend access instead of re-sending a new invite when a customer needs more time

Troubleshooting

Recipient sees a 404 page: Access was revoked or the link is invalid. Re-invite the customer.
Recipient sees an “access expired” banner: Approve the request and click Extend access.
Recipient cannot see a document: In Manage access, add the document under Access permission and click Save.
Need to resend an invite: Open Manage access, extend access, or revoke and send a new invite from Share profile.