Archive or restore a vendor

Learn how to archive or restore a vendor in Vendor Management.

Overview

To give you more convenience, you can archive or restore a vendor without contacting the TrackTik Support team.

Before you start 

Here are some things you must do before you start:

• As an admin, manager, or supervisor, you must turn on specific roles and permissions for your admin portal roles:
  1. Log into your TrackTik Portal.
  2. Go to Settings > Roles & Security > Admin Portal Roles > Administrator.
  3. Select the VendorDispatch folder.
  4. Turn on Allow the ability to archive and restore a Vendor.

Archive or restore vendors in Vendor Management

You might want to archive a vendor or welcome a vendor back by making them active again. In Vendor Management, you can do both.

To archive or restore a vendor:

1. Log into your TrackTik Portal.
2. Go to Sites (Client) > Vendor Management.
   

   To archive a vendor quickly, you can also select the X icon.
   

3. Select View.
4. Select Edit.
   
5. In the Status drop-down menu, choose a status:
   • Active
     The vendor is active.
   • Archived
     The vendor is archived.
     
6. Select Save.

Depending on your selection, the vendor is now archived or active.

See also

• Reveiw, filter, and download your vendor history