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Staff Guide
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Go to Admin Dashboard
Admin Dashboard Password
Use this password to access the staff admin dashboard
oastrong
(all lowercase, no spaces)
Getting Started
Access and navigate the admin dashboard
How do I access the admin dashboard?
What are the main sections of the dashboard?
How do I search for vendors?
Managing Vendors
View, edit, and organize vendor submissions
How do I view vendor details?
How do I edit vendor information?
How do I delete a vendor?
What do the status indicators mean?
Approval Workflow
Review and approve/reject vendor submissions
How do I review pending submissions?
How do I approve a vendor?
How do I reject a vendor?
Reports & Analytics
View trends and generate reports
How do I access reports?
What metrics are available?
How do I export data?
W-9 PDF Generation
Generate and download W-9 forms
How do I generate a W-9 PDF?
Can I generate multiple W-9s at once?
Email Notifications
Manage email templates and notifications
What emails does the system send?
How do I customize email templates?
How do I send recertification reminders?