How the Vendor Portal Works

The Vendor Portal is a self-service interface where your vendors can upload their own certificates of insurance without needing an Inori account.

Overview

Instead of chasing vendors for certificates via email and phone, you can invite them to the Vendor Portal. Vendors receive a secure link, upload their COI, and Inori's AI engine analyzes it automatically. The entire process takes minutes instead of days.

How It Works

1. You send an invitation — From any record in Inori, click Invite to Portal to send the vendor a magic link via email.
2. Vendor clicks the link — The link opens a secure, branded portal page. No account creation required.
3. Vendor uploads their COI — They see the project name and coverage requirements, then drag and drop their certificate file.
4. AI analyzes the certificate — Inori extracts coverage details and checks them against your requirements.
5. Record status updates — The record's compliance status updates automatically based on the analysis results.

What Vendors See

The portal shows vendors only what they need:

• The project name and certificate holder information.
• A summary of required coverages and minimum limits.
• An upload area for their certificate file.
• The status of their submission (Pending, Compliant, or Non-Compliant with details).

Vendors cannot see other vendors, other projects, or any internal data.

Benefits

• Faster turnaround — Vendors upload on their own schedule.
• Less manual work — No more scanning email attachments and uploading COIs yourself.
• Fewer errors — Vendors see the exact requirements before uploading, reducing back-and-forth.
• Audit trail — Every portal upload is logged with a timestamp and the vendor's identity.