This article explains best practices for vendors and clients working together in Anedot. It covers how vendor accounts work, how billing agreements are managed, and how to set up proper permissions and visibility so both sides collaborate securely and effectively.
The Anedot Vendor Program allows trusted third-party consultants, agencies, and service providers to support fundraising accounts. This guide helps vendors understand how to serve clients and clients understand how to work with vendors—without overextending access or responsibility.
Table of Contents:
What Is a Vendor Account?
A Vendor Account is a special Anedot account designed for consultants, agencies, and service providers. Vendors use these accounts to:
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Manage Billing Agreements (BAs) with clients
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Receive automated markup fees
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View summary transaction data
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Access a Vendor Earnings dashboard
Note: Vendors are not allowed to create donation pages or collect donations directly within their vendor account.
Understanding Billing Agreements
Billing Agreements allow vendors to collect a percentage-based markup from your fundraising revenue automatically.
For Vendors
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Billing Agreements must be set up and approved before work begins.
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Markup percentages are restricted to a range of 1%–95%. A 0% markup is not permitted; an Offline Billing Agreement must be used in such cases.
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You’ll need your Vendor Account UID (found in your account URL) to provide to your client.
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Once set, you do not maintain or update the agreement unless the client requests changes.
For Clients
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You must approve the Billing Agreement before it goes into effect.
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Only account owners, admins, or users with BA permissions can approve.
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No fundraising activity should start on pages covered by the markup until the agreement is confirmed.
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The agreement should be documented in writing before approval.
Assigning Proper Access to Vendors
The goal is to give vendors the right level of access—enough to collaborate effectively without exposing sensitive information unnecessarily.
Below are recommended permission levels based on common vendor use cases:
- Custom Permission Set: Ideal for vendors building pages, managing campaigns, and setting up Billing Agreements—without access to bank accounts or user management.
Use when:-
Vendors are creating or editing fundraising pages
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Managing page activity and performance
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Assisting with Billing Agreement setup
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You want to control what the vendor can see or do in the account
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You want to prevent changes to users or bank information
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You prefer to limit access while maintaining collaboration
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Use Teams to further limit access to account data.
- Super Admin: Best for vendors managing all aspects of the fundraising account, including financial and user settings.
Use when:- Vendors oversee full account operations
- Need access to users, bank accounts, and permissions
- Acting as a long-term, trusted partner
Do not Allow vendors to add their own bank accounts to your profile.
Using Teams for Vendor Visibility
Teams help keep vendor access structured and focused.
For Vendors
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Teams ensure you see only the areas relevant to your work.
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Keeps your workflow clear and prevents distractions from unrelated campaigns.
For Clients
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Helps you limit vendor access to only what they need.
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Keeps your account organized by campaign, department, or consultant.
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Supports collaboration while protecting sensitive data.
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Use Teams to give vendors focused access to just the areas that matter.
What Vendors Need From Clients
To begin working together, vendors need the following from their clients:
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Agreement on markup terms in writing
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Defined access level (Custom Permission Set or Super Admin)
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Assigned Teams for visibility
- Vendor Account UID (so the client can set up the Billing Agreement)
Following these best practices ensures vendors can deliver services effectively while clients maintain control and security of their fundraising accounts.