Get up and running
in under 10 minutes

What You'll Accomplish

By the end of this guide you'll have a fully operational VendorDesk workspace: your team members invited, your first client onboarded, a live requirement posted, and candidates flowing through the pipeline. No technical setup required — it all happens inside the browser.

Step 1 — Create Your Account

Head to vendordesk.io and click Get Started Free. Fill in your company name, your name, a work email, and a password. You'll be on the 7-day free trial immediately — no credit card required.

Once signed in, you'll land on the Dashboard. The onboarding checklist on the right will guide you through each remaining step — you can use that or follow this guide.

Step 2 — Invite Your Team

Go to Team → Invite Member. Enter their email and choose a role:

• Admin — full access to all modules including settings and billing.
• Recruiter (HR) — accesses candidates, requirements, talent pool, and interviews.
• Account Manager (Sales) — manages clients, requirements, and vendor relationships.
• Member (General) — default role with access to the modules you configure.

Step 3 — Add Your First Client

Navigate to Clients in the left sidebar and click + New Client. Add the company name, your point-of-contact name, email, and phone number. You can also attach rate cards and notes.

Each client gets their own profile page where all their open requirements, submitted candidates, and placement history are visible in one place — making every client review call effortless.

Step 4 — Post a Requirement

From the client's profile (or from Requirements → New Requirement), fill in the job details: role title, skills required, number of positions, client bill rate, vendor pay rate, and deadline.

VendorDesk automatically calculates your margin percentage as you type. You can then assign the requirement to sub-vendors, and they'll instantly receive a notification with the full job description.

Step 5 — Add Candidates & Track the Pipeline

Candidates can enter the pipeline in three ways:

Once in the pipeline, drag candidates through stages: Submitted → L1 → L2 → L3 → Selected ✓. Each stage update notifies the right team members automatically.

You're All Set — What's Next?

With your workspace live, explore these features to run your desk at full capacity: