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Your next task is to set up a Vendor Branch User Group to add the vendor users to. This will make the administration of the vendor users easier, as you will not have to set individual system permissions each time you need to add a new vendor user.
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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.
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This will give your vendors access to view only the jobs that you assign to them.
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Note 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.
Tip
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You can also manage the Vendor Branch modules & functions via the User Group page.