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  1. A user with Panel Manager access permissions will need to create the panels

  2. Category-based requests or a pre-qualification request can be used to fill the panels - see:

    1. How to create a new request (e.g. for tender) in the 360 buyers' portal

    2. How to create a new or edit an existing panel and add providers to it in 360

    3. How to finalise (award) a request

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  1. Sign-in to https://360users.apetsoftware.com.au/ as a Request Manager

  2. Find the request in the Requests → Drafts list (or Open) and open its Request Dashboard

  3. Click Interested / Invited Providers

  4. Click Add Providers from Panel Invite Panellists

  5. Either:

    1. Click Select

    Providers to display the list of businesses on the panel
    1. All against the desired panel

    2. Click Select Specific against the desired panel

      1. Select a single Panellist or multiple Panellists from the list

      2. Click Add Selected Panellists

      3. Click Back

At this point the list will refresh to reflect the selection.

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