Managing Vendor User List

Each Vendor has a dedicated Vendor User List located under the User tab in the Vendor Portal. Any user added to this list is automatically assigned a Vendor role.

Adding a Vendor User

1. Go to Vendor Portal > Users.

2. Select Add New.

3. Enter Name and Email of the Vendor User.

4. Select Save Changes.

Inviting a Vendor User

1. Go to Vendor Portal > Users.

2. Select Invite to activate Vendor User account.

3. User will receive an email to set up their Vendor User account.

Deleting a Vendor User

1. Go to Vendor Portal > Users.

2. Select Delete icon to delete Vendor User account.

3. Account will be deleted after confirmation.

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Assigning Admin Access to a Vendor User

1. Go to Vendor Portal > Users.

2. Select a Vendor User.

3. Activate toggle for Vendor Admin.

4. Vendor User will be given Admin Access

Vendor Portal Access toggle

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To tailor access levels of a Vendor User, specific Customers or individual Staff members can be assigned to a Vendor User. This ensures the user only has access to the relevant customer or staff information they are responsible for.

Assigning a Customer to a Vendor User

1. Go to Vendor Portal > Users.

2. Select a Vendor User.

3. Select +Add in the Customer List

4. Select the Customer to be added

5. Confirm your selection by selecting "Add Customer"

Assigning Staff of a Customer to a Vendor User

1. Follow Step 1-5 in "Assigning a Customer to a Vendor User"

2. Select user(s) in All User List that needs to be assigned to Vendor User

3. Select Add

4. Selected users will be added into the Managed User List

Removing Assigned Customer from a Vendor User

1. Go to Vendor Portal > Users.

2. Select a Vendor User.

3. Select the Delete icon on the Customer you would like to remove

4. Select Remove Customer to confirm deletion.

Removing Assigned Staff from a Vendor User

1. Select user(s) in Managed User List that needs to be removed

2. Select Remove.

3. Selected users will be removed from Managed User List.