Vendor: Best Practices

The Anedot Vendor Program enables trusted third-party professionals to manage value-added services for fundraising accounts. This guide is designed to help fundraising accounts understand how to correctly set up and work with vendors—without overextending access or responsibility.

Table of Contents: 

• What Is a Vendor Account?
• Understanding Billing Agreements

• Assigning Proper Access to Vendors

• Using Teams for Vendor Visibility

• What Vendors Need from You (Their Client)

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:

• Manage Billing Agreements (BAs) with clients

• Receive automated markup fees

• View summary transaction data

• Access a Vendor Earnings dashboard

Understanding Billing Agreements

Billing Agreements allow vendors to collect a percentage-based markup from your fundraising revenue automatically.

Key Guidelines:

• Billing Agreements cannot be set to 0%

• Super Admin access is not required unless the vendor is setting up the BA for you

• Once set, you do not need to maintain or update the BA unless changes are agreed upon

• The agreement must be documented and approved in writing by you

• No fundraising activity should begin on pages covered by a markup until the agreement is confirmed

• Only account owners, billing admins, or users with Billing Agreement permissions can approve BAs

Assigning Proper Access to Vendors

When working with vendors in your Anedot account, it's important to assign the appropriate level of access based on their role and responsibilities. Vendors do not need to be granted full account permissions by default—and in many cases, limited access is more secure and sufficient.

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

  • Managing page activity and performance

  • Assisting with Billing Agreement setup

  • You want to control what the vendor can see or do in the account

  • You want to prevent changes to users or bank information

  • You prefer to limit access while maintaining collaboration

• 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

Using Teams for Vendor Visibility

To help keep access focused and organized, it’s recommended to assign vendors to specific Teams and tag only the Action Pages relevant to their work. When used alongside a Custom Permission Set, Teams ensure vendors have visibility into just the areas they need—nothing more, nothing less.

Providing full access can unintentionally expose unrelated campaign details or financial information that may not align with the vendor’s responsibilities. Teams help create a more tailored, role-appropriate experience.

Using Teams helps you:

• Limit access and notifications to pages tagged with the vendor’s Team

• Keep the account structured by campaign, department, or consultant

• Support collaborative work while maintaining clear access boundaries

What Vendors Need from You (Their Client)

To set up a Billing Agreement with your vendor, you’ll need their Vendor Account UID (found in their account URL).