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Inviting a Colleague

Adding a co-worker as a Stampli Vendor Portal user

Stampli makes it easy for you to have your other colleagues track the status of your customer invoices by inviting them to join the Vendor Portal. If you need to change the email address of an existing user account, you can also use this option.

1. Log into the Vendor Portal.

2. On the upper right corner, click on your customer name and select Invite a Colleague option.

3. Fill in the details of the new user and click Send Invitation.
NOTE: All user information except for the Email Address can be changed later.

The new user will receive an email with a link to log in and create a password for the account. As described in this article, the new user will have the same user access as you will, either a Regular User to view all your company's invoices or Guest User with access to invoices that are sent from your email address.

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