Overview

Felix lets Organisation users add categories to a vendor's profile so that the categories listed for the vendor match what your organisation expects, without asking the vendor to change anything. You add categories from the Categories listing on the vendor's profile using the Add Category button, at whatever stage the vendor has reached.

The vendor is not notified when you add a category, and sees the updated categories on their own profile. Internally managed profiles use a different permission (see Prerequisites & Permissions).

Prerequisites & Permissions

• You have the Manage Vendor Categories permission in your security group.
• For an internally managed profile, you need the Add new and delete vendor categories on all internally managed profiles permission instead, and the Internally Managed Profiles feature must be enabled for your organisation.
• The category you want to add belongs to a panel that the vendor is part of. The list in the Add category window only includes categories from those panels.

TIP: If your organisation uses custom terms, the words Vendor and Panel in this article appear as your organisation's configured terms (for example Supplier) on the Categories screens and in the messages Felix shows.

How to Add a Category to a Vendor Profile

1. Select Vendors > View all vendors from the main menu.
2. Find the vendor by using the quick search or the filters.
3. Click the vendor's name, or hover over the ellipsis icon and select View Profile.
4. Click the Categories tab and select Full Category Listing from the dropdown menu.
5. Click Add Category.
6. In the Add category window, click the Categories field and type to search for a category. Select one or more categories from the results. While the categories load, the field shows a loading state.
7. If a message about compliance appears above the Categories field, read the message before you continue. See How to Add a Category That Requires Compliance from the Vendor for the options Felix offers.
8. Click Add category.

What happens next?

• Felix shows the message Category added successfully. (or Categories added successfully. when you add more than one) and the listing refreshes with the new categories.
• The vendor is not notified. The vendor sees the updated categories the next time the vendor opens their own profile.
• The vendor's status does not change.
• If a message about compliance requirements appeared in the Add category window, see How to Add a Category That Requires Compliance from the Vendor.

Troubleshooting

Issue	What to do
I can't see the Add Category button.	Check that your security group includes Manage Vendor Categories, and that you are on the Full Category Listing under the Categories tab. For an internally managed profile, check that you have the internally managed profiles permission listed above. Ask someone in your organisation who can edit security groups to update your security group if needed. See How to Configure Security Groups.
The category I need is not in the list.	The list only includes categories from the panels the vendor is part of. Use the check the active panels link in the Add category window to review the panels. If another panel includes the category, add the vendor to that panel. See How to Manage a Vendor's Panel Memberships. Organisation users cannot change which categories a panel includes: the categories on a panel are view only. To have a category added to a panel, contact the Support team.
A category in the list can't be selected.	Categories that are archived by a vendor can't be added. An archive icon appears beside the category: hover over the icon to read Archived Category. Reach out to the vendor to restore this category. Choose an active category, or reach out to the vendor to restore their archived category.
Felix shows There was an error loading categories.	Close the window and open Add Category again. If the error continues, contact the Support team.
The list takes a few seconds to load.	Vendors on panels with many categories can take several seconds to load. Wait for the loading state to finish before you select categories.

Related Resources

• How to Add a Category That Requires Compliance from the Vendor
• How to Remove a Category from a Vendor Profile
• How to View a Vendor's Category List
• Understanding Panels
• How to Manage a Vendor's Panel Memberships
• How to Configure Security Groups