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Vendors

The vendor is the paying subscriber: they source leads, own the customer relationship, and read the dashboard the platform reports back to them. See Reading the tables for the conventions.

Capabilities

CapabilityGateAdminCSMSDMExpertVendorCustomer
View leads across the tenantlead.view✔️✔️✔️✔️ (own)✔️✔️ (own)
View milestonesmilestone.view✔️✔️✔️✔️ (own)✔️✔️ (own)
View invoicesinvoice.view✔️✔️✔️✔️ (own)✔️✔️ (own)
View CSAT scorescsat.view✔️✔️✔️✔️✔️ (own)
View activityactivity.view✔️✔️✔️✔️ (own)✔️✔️ (own)
Rate an expert on a delivered leadexpert.rate✔️✔️
Run the tenant onboarding conciergeonboarding.run✔️✔️

Vendors read the full tenant, not a filtered slicelead.view, milestone.view, invoice.view, csat.view and activity.view are all held at full scope, the same as a manager. What they do not hold is anything on the requirements or bidding path: no brd.view, no proposal.view, and no write on a lead beyond sourcing it. The dashboard is a reporting surface, so expert.rate is the vendor’s only write on delivery.

There is no vendors table in the platform. A vendor is a tenant, and the vendor-facing directory is their customer list at /vendor/customers; tenant administration lives under Roles → Admin.

Surfaces — the vendor dashboard

Every one of these is an explicit vendor-only route: the dashboard cards click through to them, and no other role — admin included — is on the list. An admin walks the dashboard through View As instead.

PageWhat it showsVendorEvery other role
/vendor/dashboardThe dashboard itself✔️
/vendor/funnelRevenue funnel✔️
/vendor/pipelinePipeline drop-offs✔️
/vendor/csatCSAT by revenue✔️
/vendor/healthService quality success rate✔️
/vendor/renewalsRenewal risk indicators✔️
/vendor/metricsThe KPI dictionary behind the dashboard✔️
/vendor/customersCustomer list and invitations✔️

Surfaces — shared

PageGateAdminCSMSDMExpertVendorCustomer
/service-leadsderived from lead.view✔️✔️✔️✔️✔️✔️
/service-leads/createexplicit — vendor lead sourcing✔️
/service-leads/importexplicit — bulk lead import✔️✔️✔️✔️
/onboardingderived from onboarding.run✔️✔️
/settingsexplicit — account settings✔️✔️✔️✔️
/admin/metricsderived from tenantConfig.manage✔️

Metric definitions are read by admins at /admin/metrics and by vendors at /vendor/metrics. Both surfaces are read-only and stay that way: a definition changes by migration and deploy, never in the product, and no role — admin included — can enter, adjust or override a reported figure.

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