Navigating the Dashboard

The Dashboard is the central hub of the VIVE 2.0 platform, providing vendors with a clear overview of tasks, client activity, bid opportunities, and important document submission details.

Accessing the Dashboard

1. Log in to https://app.getvived.com.

2. Upon login, you will be automatically directed to the Dashboard.

3. You can return to this view anytime by clicking the DASHBOARD option on the left-hand navigation menu.

Dashboard Widgets & Sections

To-Do

• Displays immediate action items, including:

  • Renewals due with clients

  • New insurance or document requests

• Click any task to go directly to the relevant vendor or client record.

My Clients

• Displays your active client(s) along with current registration status (e.g., Reviewing, Approved).

• Click the client name to open the detailed client profile.

Bids & Invites

• Lists all open bid invitations extended by clients.

• If no active bids exist, this panel will state: "No Bids/Invites."

Vendor Savings

• Highlights exclusive vendor discounts, partnerships, or savings programs (e.g., ACE Hardware).

• Scroll to view additional offers.

Document Submission

• Provides instructions for submitting required documents:

  • Insurance COIs: documents@getvived.com

  • Licenses, business verifications, or general documentation: support@getvived.com

Dashboard Actions

Renew With Client(s)

• The orange "RENEW WITH CLIENT(S)" button at the top of the screen allows vendors to easily start the renewal process for any expiring relationships.

Register With Client(s)

• The orange "REGISTRATION" button at the top allows vendors to continue registration that they did not finish with a client.

Find New Clients

• Click the "FIND NEW CLIENTS NOW" button in the "My Clients" widget to search for new opportunities within the VIVE platform.

Tips & Best Practices

• Check your dashboard frequently to ensure no critical compliance items are missed.

• Use the "To-Do" list as a workflow guide for staying up to date on registrations and document submissions.

• Always include the vendor name in subject lines when emailing documents to VIVE for faster processing.

________________________________________________________________________________________________________________

Need More Help?

For further assistance, contact VIVE's customer service:

Available 9:00 am - 6:00 pm Monday - Friday EST

• Online chat under the "Help" icon
• Email: support@getvived.com