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
Go to Vendor Portal > Users.
Select Add New.
Enter Name and Email of the Vendor User.
Select Save Changes.
Inviting a Vendor User
Go to Vendor Portal > Users.
Select Invite to activate Vendor User account.
User will receive an email to set up their Vendor User account.
Deleting a Vendor User
Go to Vendor Portal > Users.
Select Delete icon to delete Vendor User account.
Account will be deleted after confirmation.
Assigning Admin Access to a Vendor User
Go to Vendor Portal > Users.
Select a Vendor User.
Activate toggle for Vendor Admin.
Vendor User will be given Admin Access
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
Go to Vendor Portal > Users.
Select a Vendor User.
Select +Add in the Customer List
Select the Customer to be added
Confirm your selection by selecting "Add Customer"
Assigning Staff of a Customer to a Vendor User
Follow Step 1-5 in "Assigning a Customer to a Vendor User"
Select user(s) in All User List that needs to be assigned to Vendor User
Select Add
Selected users will be added into the Managed User List
Removing Assigned Customer from a Vendor User
Go to Vendor Portal > Users.
Select a Vendor User.
Select the Delete icon on the Customer you would like to remove
Select Remove Customer to confirm deletion.
Removing Assigned Staff from a Vendor User
Select user(s) in Managed User List that needs to be removed
Select Remove.
Selected users will be removed from Managed User List.
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