How to become a vendor representative

Edited

Welcome to our guide on how FinalForms AMP Admins can easily become vendor representatives! This feature is designed to enhance your experience and provide you with a better understanding of the vendor's perspective. Let's dive into the steps you need to follow to make this happen.

Purpose

The purpose of this feature is to empower FinalForms AMP Admins to act as vendor representatives. This allows you to gain insights into the vendor's experience and assist them more effectively.

How to Become a Vendor Representative

Follow these simple steps to become a vendor representative:

  1. Manage Vendors: Start by navigating to the Manage-Vendors section. Here, you can search for the vendor you wish to represent.

  2. Select the Vendor: Click on the vendor's name from the search results. Scroll down to the Representatives section and click the "Become" button to officially become the vendor's representative.

  3. Access Vendor Information: Once you have become the vendor representative, you will have access to everything the vendor sees. This includes any tasks, forms to fill out, or fees to pay, all of which will be visible on your homepage or in the toolbar at the top by their name.

  4. Sign Out: When you are finished acting as the vendor, you can easily sign out by clicking the yellow Exit button on the left side of the screen, or by going to the settings icon to log out of your account.

Conclusion

This training tip provides FinalForms AMP Admins with a convenient way to become a vendor representative. It is particularly useful when you want to see what a vendor experiences or if they encounter issues accessing their forms, fees, and more.

Questions?

If you have any questions or need further assistance, feel free to reach out to FinalForms AMP Support at support@finalforms-amp.com.