Skip to content

Customizing Instructional Videos for Supplier Access Portals

You can customize the instructional video shown to your suppliers on the portal share page. Videos can be configured at two levels: project-wide or per individual portal.

Video URL Requirements

Warning

Important: You must use an embeddable video URL that works in iframes.

Supported Video Platforms

YouTube - ✅ Use: https://www.youtube.com/embed/VIDEO_ID - ❌ Don't use: https://www.youtube.com/watch?v=VIDEO_ID

Vimeo - ✅ Use: https://player.vimeo.com/video/VIDEO_ID - ❌ Don't use: https://vimeo.com/VIDEO_ID

Custom hosting - Direct MP4 links work: https://your-cdn.com/videos/tutorial.mp4

Configuration Levels

Project-Level Video (Default for All Portals)

Set a default video that applies to all supplier portals in your project.

Steps:

  1. Go to Workflows
  2. Select your workflow
  3. Click on Supplier Access
  4. Then Instructions
  5. Edit the Video URL and then click on Update

All portals in this project will now show your custom video by default.

Portal-Level Video (Override for Specific Suppliers)

Override the project video for a specific supplier portal.

Steps: 1. Go to Workflows 2. Select your workflow 3. Click on Supplier Access 4. Then Instructions 5. Select the Supplier Access you want to change the video in Edit instructions for 6. Edit the Video URL 7. Click Save

This specific portal will now show the custom video instead of the project default.

Priority Order

When a supplier accesses their portal, the system checks for videos in this order:

  1. Portal-level video (if configured) ➜ Shows this
  2. Project-level video (if configured) ➜ Falls back to this
  3. Default system video ➜ Final fallback

Use Cases

Scenario 1: Same Video for All Suppliers

Configure the video at project level only. All suppliers see the same instructional video.

Scenario 2: Different Videos per Supplier

  1. Configure a general video at project level (default)
  2. Override at portal level for specific suppliers who need different instructions

Scenario 3: Multilingual Videos

Configure different video URLs at the portal level based on your supplier's language or region.

Finding Your YouTube Embed URL

  1. Go to your video on YouTube
  2. Click Share below the video
  3. Click Embed
  4. Copy the URL from the iframe code: <iframe src="https://www.youtube.com/embed/rDp3R7n3S2Y" ...>
  5. Use https://www.youtube.com/embed/rDp3R7n3S2Y in the configuration

Troubleshooting

Video doesn't appear: - Check that you're using an /embed/ URL for YouTube - Verify the video is publicly accessible (not private)

Video appears on some portals but not others: - Portal-level configuration overrides project-level - Check if the specific portal has its own Video URL configured

Need to remove a custom video: - Simply delete the Video URL - The system will fall back to the next level (project default or system default)