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To set up the Vendor Branch User Group:1.
- Click
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- the Manage User Group
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- link under the action column.
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- This will take you to
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- the Manage User Group
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- screen.
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- Click
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- the Module Permissions
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- link on the right hand side to set up which module permissions the vendor consultants will have access to.
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- This will take you to
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- the Module Permissions
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- screen.
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- Place a tick in
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- the Job Manager
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- and Vendor Manager
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- check boxes, then click
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- the Save
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- button in the middle at the bottom of the screen.
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- Once you have chosen the module(s) for the Vendor, you will be able to limit the user ability within each module by clicking
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- the Functions Permissions
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- link.
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- On the Functions Permissions screen, don’t choose any Job functions – however scroll down
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- to Vendor Manager
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- and only tick
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- the My Vendor Jobs
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- checkbox.
This will give your vendors access to view only the jobs that you assign to them.
Acendre QUICK TIP: Make sure Vendors are only given access to the My Vendor Jobs function. This will ensure they cannot access any other areas of the system.
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- Click the
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- Save button in middle at the bottom of the screen.
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- This will take you back to
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- the Manage User Group
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- screen.
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- Click Manage Vendor
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- link at the top of the screen to view the branch list.
Note:
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- You can also manage the Vendor Branch modules & functions via the User Group page.