Stampli

Stampli offers a portal for vendors to easily view & inquire about the status of their bills

Welcome to the Stampli Vendor Portal

How vendors are invited to Stampli's Vendor Portal

Vendor Portal Emails: Portal Invitations

Two types of user access are available for Stampli's Vendor Portal

Vendor Portal Access: Full vs Limited Access

How to contact us if you are having technical issues with the Vendor Portal

Contacting Stampli Support

Adding a co-worker as a Stampli Vendor Portal user

Inviting a Colleague

Getting Started with the Vendor Portal

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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