The Partner 360 Administration page displays a list of all vendors that have been added into the application. Each vendor entry includes key details such as the EIN Number, Vendor Name, and Status (e.g., Accepted or In Pre-Qualification Process). From this page, administrators can add, edit, or delete vendor records as needed to maintain accurate and up-to-date information.
To open the Partner 360 Administration page - on the left-hand navigation menu, select Administration, then select
Partner 360.
🔍 To learn how to add a new vendor, read the How to add a new vendor on Partner 360 article.
Clicking on a vendor from the list opens its details page with additional information, each detail page has the following tabs:
Details
The details tab displays key information about the selected vendor, including the Vendor Name, EIN Number, Status, and information on who accepted the vendor and when they were accepted. From this section, administrators can edit the vendor’s details as needed to ensure accuracy.
🔍 To learn how to edit, delete or view vendor details, read the How to view, edit, or delete a vendor article.
Users
The Users page lists all users associated with the selected vendor, displaying their names and email addresses. Administrators can add new users or remove existing ones directly from this page to maintain proper user associations and access control for each vendor.
🔍 To learn how to associate users to a vendor, read the How to manage associated users for a vendor article.
Pre-Qualification
The Pre-Qualification page provides a detailed summary of the vendor’s pre-qualification status through visual graphs and metrics. These visuals display the vendor’s overall score across key categories, including Corporate Information, Legal, Financial, Insurance, and Operations. Additional details such as the vendor’s location, country of registration, founding date, certifications, addresses, stakeholders, and essential business documentation are also available for review.
🔍 To learn how to view a vendor’s pre-qualification information, read the How to view a vendor’s pre-qualification information article.
Historical & Summary
The Historical & Summary page presents a comprehensive view of the vendor’s historical performance and engagement within the system. Visual graphs display data on engagement, assessments, and sources, along with distributions by awareness category and severity level. This page also includes insights into action item and incident data, as well as a company scorecard summarizing overall performance trends.
🔍 To learn how to view a vendor's history and insights, read the How to view a vendor’s history and insight information article.
Notes
The Notes page maintains a record of all notes associated with the vendor. Each entry includes the date and the user who entered the note, providing a history of communications and updates related to the vendor.
🔍 To learn how to view, add, edit, or delete notes about a vendor, read the How to view, add, edit, or delete notes about a vendor article.
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