What's the difference between staff members and vendors?
Staff are internal team members that are part of your studio.
Staff can be given (or denied) access to Pixifi with a username/password you may assign. Here are the primary actions available to you and Staff members:
Assigned to Events & Projects
Referenced in workflows
Receive scheduled emails and/or questionnaires
Assigned to tasks
Associate their calendar / availability to specificic booking pages and service types
Check schedules and event information for events assigned to them
Download timelines for events (if you've granted them permission to do so)
Customize, individual Dashboard
Receive contracts for signature
Manage and follow up with Leads
Build & Send Proposals, Invoices and Contracts
Modify and upkeep Event Records
Manage Client Records
Manage Templates and Workflows
Manage Client Portals
You can learn more about creating staff roles and permissions and assigning roles to Staff members here.
Vendors are external parties who do not have access to Pixifi and cannot log in. These typically range from second shooters and direct collaborators, to fellow vendors involved in an event.
Here are the primary actions available to you and vendors:
Assigned to Events & Projects
Referenced in Workflows
Receive scheduled emails and questionnaire
Document storage on a Vendor record (such as PDF copies of signed contracts)
How to utilize Vendor Records?
Adding a vendor to an event:
How do I organize and label my vendors to collaborate with 3rd parties involved in the same event, or distinguish vendors that are an extension of my team?
There are two ways to classify vendors - by vendor type (ie Officiant, Venue) and Category (ie Extended Team).
You can manage Vendor Types and Categories here:
Here's how you can quickly distinguish between 3rd parties and extensions of your team. You can also run reports based on these settings.
