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What VendorApp is

The two-sided model, who can see what, and the order to set things up in.

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The idea

VendorApp gives the companies you work with a branded place to raise and follow tickets — without giving anyone a Zendesk seat. Your agents keep working in Zendesk exactly as they do today. Everything an external user does in the portal lands in Zendesk as a normal ticket or comment, and everything your agents do in Zendesk flows back to the portal.

Zendesk stays the system of record. VendorApp is the access layer in front of it: it decides who may see which ticket, what the portal looks like, and which fields people fill in.

Two sides, one ticket

VendorApp models a marketplace with exactly two sides. Internally they are always called airline and vendor, but you choose what they are called in your account — they are shown throughout this guide as Customer and Supplier, which is what a new account starts with.

Side A (airline)
The party a piece of work is being done for. Named Customer by default.
Side B (vendor)
The party doing the work. Named Supplier by default, and by default only this side can reply on a portal ticket.

Every ticket carries an organization from each side. Those two values determine who can see it: a user sees a ticket only when it names their organization on their side. That is enforced in the database, not in the interface.

NoteCustomer and Supplier are only the starting names. Rename them to whatever your two parties are — Airline and Ground handler, Retailer and Carrier, Landlord and Trade. The labels are yours; only the two-sided shape is fixed.

Which tickets a person sees

Every ticket stores two organizations, one per side. A person sees a ticket when it names their organization on their own side — a Customer-side user matches the ticket's Customer organization, a Supplier-side user matches its Supplier organization. There is one further rule, and it catches more tickets than people expect: you also see any ticket whose own requester organization is yours, whichever side you are on.

NoteAll three checks are enforced in the database, on every read. Nothing here is a filter the interface applies and a determined user could bypass.

The two side values are worked out once, when the ticket is written, and the mapped ticket fields are only the first source consulted. This is why removing the Zendesk triggers that populate those fields does not leave every ticket unlinked — but it does remove the only explicit signal, leaving everything to the fallbacks below.

  1. The mapped ticket field for that side — the explicit answer, and the only one an agent sets deliberately.
  2. Whatever the ticket already had stored, so a later update never blanks a side that was known before.
  3. The ticket's own organization, when that organization is classified on the side that is still empty. A ticket raised by a Supplier's user tells you its Supplier; it says nothing about which Customer it concerns.
  4. The relationship object, when exactly one side is known and that side has exactly one counterpart. Two or more, and the side is left empty rather than guessed.
What the ticket carriesCustomer side ends upSupplier side ends upWho can see it
Both org fields set: Aurora Retail and Apex CleaningAurora RetailApex CleaningAurora's users and Apex's users
Only the Customer field (Aurora). Raised by an Apex userAurora RetailApex Cleaning — from the requester's own organizationAurora's users and Apex's users
Only the Customer field (Aurora). Raised by an Aurora user, and Aurora works with exactly one supplierAurora RetailThat one supplier — from the relationship objectAurora's users and that supplier's users
Only the Customer field (Aurora). Raised by an Aurora user, and Aurora works with six suppliersAurora RetailEmpty — ambiguous, so nothing is guessedAurora's users only
Neither field. Raised by an Apex userEmptyApex Cleaning — from the requester's own organizationApex's users only
Neither field. Raised by an agent, or by someone with no organizationEmptyEmptyNobody, on any portal
Fields name orgs you are not in, but the requester organization is yoursSomeone elseSomeone elseYou — the requester-organization rule stands on its own
Your organization is on the ticket but has no side set in Organizations——Nobody from that organization
Aurora Retail Group is a Customer here and Apex Cleaning Services a Supplier, matching the demo account used throughout this guide.
CarefulThe last row is the one that bites. An organization synced with no side matches neither of the first two rules, so its people see nothing — and the Organizations page shows a dash rather than an error. Treat a blank side as a fault, not a cosmetic gap.
TipA side is only ever filled in, never overwritten. If a ticket has the wrong organization on a side, correcting the mapped field in Zendesk and letting it re-sync is the fix — the fallbacks will not override a value that is already there.
NoteThe relationship fallback refuses two kinds of bad pairing outright: an organization paired with itself, and a pairing with an organization on the wrong side. Both have happened, and both spread — one bad pairing stamped the wrong supplier onto 26 tickets before the rule was tightened.

Your workspace, and the apps in it

VendorApp is one app on the EnvoyEngage platform, and settings are split between the two levels accordingly. Workspace settings are shared by every app you run; app settings belong to VendorApp alone.

The EnvoyEngage workspace home listing the installed apps and a catalog of apps available to request, with Connections, Members and Account in the sidebar.
The workspace home. Its sidebar holds the settings shared across apps; opening an app switches the sidebar to that app's own pages.
Connections (workspace)
The authenticated systems your apps use. You authorize a Zendesk once here and grant it to the apps that need it.
Members (workspace)
Who may configure this workspace, and at what role. This is administration; it is not the portal user list.
Account (workspace)
Your own profile, name and sign-in details.
VendorApp (app)
Dashboard, Connection, Branding & portals, Organizations and Users — everything in the rest of this guide.
TipComing from an older version of this guide? Authorizing Zendesk used to live inside VendorApp. It now lives on the workspace Connections page, so one authorization can serve several apps. VendorApp's own Connection page keeps everything else — the webhook, classification, mapping and sync.

Who can do what

Workspace member
You and your colleagues. Reaches /manage, configures connections, portals and users. Held on the Members page, with a role of Owner, Admin or Viewer. Cannot see other tenants.
Portal user
An external contact from one of your organizations. Sees only their own organization's tickets, on the portal — never this admin area. Held on the Users page, and usually created by a Zendesk sync rather than by hand.
Your Zendesk agents
Unchanged. They work in Zendesk; they do not need a VendorApp login at all — though an agent who is also a workspace member can open this admin from inside Zendesk.
CarefulMembers and Users are different lists, and only Members grants administration. Members is who may configure the workspace; Users is who may use a portal. A person can be on either, both, or neither, and adding someone to Users grants them nothing here however senior they are.

The dashboard

The dashboard is a health check: the connection pill in the top right, then four numbers about the people using your portal — signed in today, signed in this week, never signed in, and the size of your directory. If the pill reads Not connected or Reconnect needed, start on the workspace Connections page — nothing else will sync until it is green.

Each of the four is a link into the matching list of people, so a number you don't like is one click from the accounts behind it. Never signed in is the one to watch on a new workspace: a large number there usually means invites still to send, not a quiet portal.

Under the first number is a fortnight of daily sign-ins, so a quiet week is visible as a shape rather than a figure you have to remember. Days are counted as they happen, which means the bars start from the day this feature reached your workspace — it says collecting since until it has the full two weeks.

The VendorApp dashboard showing the connection status pill, organization and user counts, a by-side donut chart, and shortcut cards.
The dashboard for a demo account. The pill reads the workspace connection; the counts and the side names come from your own configuration.

Help while you work

Every page in this admin carries a Help button in the bottom right. It opens the chapter of this guide that documents the page you are on, so you rarely need to go looking for the right section.

The Connection page with the contextual help drawer open on the Connecting Zendesk chapter.
The help drawer on the Connection page. **Open the full guide** at the foot of it goes to the complete documentation.

The order to set things up in

Each step depends on the one before it, so work top to bottom the first time:

  1. Authorize Zendesk on the workspace Connections page, and grant it to VendorApp.
  2. Create the webhook on VendorApp's Connection page so changes flow back.
  3. Classify your organizations — name the two sides and map the Zendesk tags that identify each.
  4. Map the relationship object and ticket fields so tickets link to the right organizations.
  5. Sync from Zendesk to pull organizations and users in.
  6. Create a portal, brand it, and build its submit form and ticket list.
  7. Invite users so people can sign in.
TipStep 1 is on the workspace Connections page; steps 2 to 5 all live on VendorApp's Connection page, in the order you need them.
What VendorApp is · VendorApp guide · EnvoyEngage