Vendor Configuration

Before vendors can receive and manage delivery orders, an administrator must configure vendor teams, invite vendor users, and assign the correct permissions. This guide walks you through the complete setup process.

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Overview

The vendor configuration process follows these steps:

1. Create Roles for vendor admin and vendor driver
2. Set Permissions so vendors can only access what they need
3. Create a Team for the vendor
4. Invite Vendor Users (admin and drivers) and assign them to the vendor team

After completing these steps, the vendor admin can log in to Mile.app, access the Transport Vendor Management add-on, and start accepting orders.

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Step 1: Create Vendor Roles

Go to Settings > Permission and click New to create two new roles:

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ADMIN VENDOR Role

This role is for the vendor’s administrator who will accept/reject orders, assign drivers, and manage vehicles.

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Task & User Permissions

ADMIN VENDOR role showing Task permissions (View task with “Show only my task”, Create task, Assign task) and User permissions (View user, Invite user, Edit user).

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Flow Permissions

Flow permissions: View flow, Create flow, Edit flow enabled.

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Automation Permissions

Automation permissions: View automation, Create automation, Edit automation enabled.

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Data & Data Type Permissions

Data permissions (View, Create, Edit data source) and Data Type permissions (View, Create, Edit, Delete data type) enabled.

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Team Permissions

Team permissions: View team, Create team, Edit team enabled.

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Custom Module & Add-on Permissions

Custom Module: View custom module enabled (optional).

Custom section: View Transport Vendor Management must be enabled so the vendor admin can access the add-on.

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ADMIN VENDOR Permission Summary

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DRIVER VENDOR Role

This role is for the vendor’s drivers who will complete pickup and delivery tasks on the MileApp mobile app. Drivers only need minimal permissions since they will use the mobile app to complete assigned tasks.

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Step 2: Create a Vendor Team

Go to Settings > Team and click New to create a team for the vendor.

The Team management page showing a vendor team with 2 users assigned.

Enter the team name (e.g., “Team Vendor”, “PT Express Logistics”, or the vendor’s company name) and save.

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Step 3: Invite Vendor Users

Go to Settings > User and click Invite to add the vendor’s admin and driver users.

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Invite Vendor Admin

1. Enter the vendor admin’s email address
2. Select the ADMIN VENDOR role
3. Assign to the vendor team created in Step 2
4. Click Invite

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Invite Vendor Drivers

1. Enter the driver’s email address
2. Select the DRIVER VENDOR role
3. Assign to the same vendor team as the admin
4. Click Invite

Repeat the driver invitation for each driver the vendor will use.

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Step 4: Verify the Setup

After inviting all vendor users, verify the configuration:

1. Go to Settings > Team and confirm the vendor team shows the correct number of users
2. Go to Settings > User and verify each vendor user has the correct role and team assignment
3. Ask the vendor admin to log in and verify they can see the Transport Vendor Management add-on

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How It Works After Setup

Once configured, the workflow between principal and vendor works as follows:

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Adding More Vendors

To add another vendor, repeat the process:

1. Create a new team for the new vendor
2. Invite the new vendor’s admin with the ADMIN VENDOR role
3. Invite the new vendor’s drivers with the DRIVER VENDOR role
4. Assign all users to the new vendor’s team

Each vendor team operates independently — they can only see orders sent to their team and can only assign drivers from their own team.

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Related

• Setting Up Transport Vendor Management — Complete the Setup Wizard before configuring vendors
• Order Management — Create and send orders to vendor teams
• Team Management — Learn more about managing teams
• Role and Permission Management — Learn more about roles and permissions
• User Management — Learn more about inviting and managing users