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.
