Managing Your VendorLine Profile (Video)

Video Transcript

This video will teach you how to update your user and company information, classifications and licenses, business description, and matching and notification preferences (including keywords, categories, and states).

Once you are logged in to VendorLine, click your name or business name in the upper right corner of your screen and choose My Account. From there, select VendorLine Profile. The first section lets you update your First Name, Last Name, Title, and Phone information. If you haven’t verified your email address, click Verify Now to do so.

Next, you can update Company Information; Company Name, Company Size, Industry, FEI/SSN, Address, City, State, Country, Zip Code, and Website. A 9-digit Federal Employee Identification (Tax ID) Number or Social Security Number is required. For international companies, please use the last nine digits of your main company phone number. Changes to the Company Name and FEI/SSN should only be used for typo corrections and actual changes to the company that was initially registered. It is against the terms of service to change your profile to represent a different entity. Be sure to hit Submit at the bottom of the page to save your changes.

The following section allows you to designate business classifications and manage contractor licenses. To add a classification, check the associated box. To remove a classification, uncheck the box. To add contractor licenses, click Edit and search for the license type. Select the appropriate license type(s) and click Save. Be sure to hit Submit at the bottom of the page to save your changes. This information will be shown in the Business Directory, should you choose to be listed in it.

Next, you can update your Business Description and “In Business Since” year. This information will be displayed in the Business Directory. Be sure to hit Submit at the bottom of the page to save your changes.  

The final area on this page is “Matching and Notifications.” The first section lets you designate whether to include bids from outside PlanetBids' network of agencies in matches. By default, this is selected. If you don’t wish to use this option, uncheck the box. The following section is “Keywords”. This allows you to add or update keywords to describe your business offerings. This is an essential step in being matched with bids . Add any relevant keywords to the box. Keywords are matched within the Scope of Services, Category Description, and Project Title. You will get a notification if the keyword is in any of these three places. This ensures you receive notifications even if you are not registered with the correct Category Code. Next, you can add Categories that will help match you to opportunities. At least one category is required. To add categories, click Edit. Use the search bar for specific category codes, or scroll through the list. To select a code, click to the left of the category code, and a green check mark will display. To remove the category, hover to the left of the code and click the red x. Click Save once you are done. The final section is States. To add or remove states, click Edit. To add a state, click to the left of the state name and a green check mark will appear. To remove a state, hover over the left of the state name and click the red x. Click Save once you are done. Be sure to hit Submit at the bottom of the page to save your changes.

Thank you for watching!