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In VoxDash, users can connect a vendor to an organization. This allows for better collaboration, data management, and role assignment across surveys and analytics workflows. You can either:
  • Create a new vendor specifically for your organization, or
  • Link an existing vendor that has already been added to the platform.
Once connected, vendors will be visible to all relevant users in the Data Provider Panel.

Accessing Vendor Settings

  1. Open the Data Provider Panel.
  2. Go to the Organization Page from the main dashboard.
  3. Navigate to the fifth tab, labeled Organization Settings.
Follow these steps to add or link a vendor to your organization:
  1. Click on the “Add Vendor” button.
  2. Choose whether to:
  • Create a new vendor by entering the required details (e.g., name, contact info…).
  • Select an existing vendor from the dropdown list.
  1. Confirm and save your changes.
For detailed instructions on vendor creation and management, refer to the Vendor Wiki.

Why Connect a Vendor?

  • Assign survey and data collection tasks to external partners
  • Organize data workflows by external collaborators
  • Maintain transparency and accountability across vendors
  • Easily control vendor access permissions and roles