1. Click on "Admin" and select "Vendors" on the drop down menu.
2. Click on a Vendor to view its details.
3. Click "Edit" to edit the Vendor.
4. The status of the vendor can be set to "Active, Inactive or Paused". "Active" means that the vendor will show up in the assignment dropdown for the types they have access to and can log into their account to view all assigned work. "Inactive" means that the vendor will not show up when assigning work and when they log into their account they will not have access or be able to view any work. When "Paused", the vendor will not show up in the list when assigning work and when they log into to their account, they will have access to all work. Please see this guide for more details on pausing a vendor.
5. To limit the Types they have access to uncheck "Has access to all types" and choose which Types they can have access to. Click "Save" when done. By limiting types, this means that any template associated with that type will not be able to be accessed by the vendor.
6. Edit the other fields you want to change and click "Save". Leave the vendor key blank. To learn how to set up coverage areas please visit this guide.
Adding Documents
Portal admins can add, view and delete documents for a vendor company.
1. Go to Admin>Vendors and select a vendor company.
2. Click on Add Document.
3. Select a file from your computer. Rename the document if necessary and click save.
4. To edit or delete a document, scroll your mouse on the document and the Edit link will appear. Click on edit and you have the option to re-name the document or delete it.
Editing Company Information
1. Go to Admin and click "Company Info" on the drop down menu
2. Click "Edit Info"
3. Edit the info and click "Save".
Pausing a Vendor
We added a new state of "Paused" for Vendors.
- When a Vendor is in paused state, they do not show up in list for assigning in batch on the list views, or in the assign to list on project page
- When a Vendor is in paused state they can still log in to the vendor portal and see their work exactly the same as when they are active
HOW TO PAUSE A VENDOR
1. Click on the Vendor you want to "Pause" and Click on "Edit".
2. Click on the drop down arrow under Status. Select "Paused" and click Save.
3. Under the Vendor Network list you will now see that you vendor has the "Paused" status.
4. Admins can filter out the vendor list for Paused vendors.
Assigning Vendors by Market
Vendors can be associated with a Market. On projects that have a Market set, you can search for vendors in the same Market to assign them work.
1. Go to your Vendor list, and choose the vendor company. Click on Edit.
2. Click on the dropdown under "Market" to choose the Market. Click on Save.
3. Go to a project where you need to assign a Vendor from the same Market. Click on the search-vendor (magnifying glass) icon on the right.
4. If the "Only show vendors in this project's market" box is checked, Vendors who are in the same Market as the project will be displayed in the list below, from where they can be selected and then assigned to the project. If you do not wish to filter by Market, simply uncheck the box to see all Vendors.
5. Click on the Vendor that you would like to assign to the project. It will highlight blue. Click on Save. If you need to select a different Vendor, Click on Clear. You can click the information button on the right to see the vendor's full record.
6. After assigning a Vendor, when you go back to the project page you will see the assignment displayed.
Clients can give vendor admins, admin permissions
Clients can give vendor admins, admin permissions. Giving an admin company admin permissions will allow the admin of the account to be able to view and edit admin only fields and view statuses that are hidden from field users. They will not be able to bypass filling in required fields in order to change a status to "Complete". This does not pertain to any field users in the vendor company.
1. Go to Vendors and click on the vendor you want to give Admin access to. Change the permission to "Admin" and click Save.
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