This feature allows administrators to create, edit, notify and deactivate vendors and vendor users. This feature also allows administrators to create the vendor dashboard.
How do I add a vendor user?
To add a new vendor user:
1. Navigate to Administration → General → Vendors.
2. Expand the Edit menu by clicking the dropdown arrow. From the displayed list, select Vendor Users.
3. Click on Add Vendor User.
4. A page appears, allowing you to input the vendor user’s details, including:
Profile image - Upload a photo or image that will display as their profile picture.
First Name - This is the vendor user’s first name.
Last Name - This is the vendor user’s last name.
Email - This is the vendor user’s email.
Work Phone - This is the vendor user's primary contact number.
Mobile - This is the vendor user's mobile number.
Enable Expiry - when enabled, this allows administrators to specify the expiry date for this vendor user's access.
Once this section has been filled in, click the Save button. The vendor user has now been created.
5. To activate the vendor user's profile, expand the Edit menu by clicking the dropdown arrow. From the displayed list, select Confirm.
An email notification will be sent to the vendor user with a link to their profile.
How do I add a vendor?
To add a new vendor:
1. Navigate to Administration → General → Vendors.
2. Click on the Add Vendor button.
3. A page appears, allowing you to input the vendor’s details, including:
Name - This is the name of the vendor, usually the Company Name.
First Name - This is a brief description of the services offered by this vendor.
Once this section has been filled in, click the Save button. The vendor has now been created.
How do I create a vendor dashboard?
To create a vendor dashboard that is visible to all vendors:
1. Navigate to Administration → General → Vendor Dashboard.
2. A new page appears, allowing you to choose the dashboard layout. Click on the Dashboard Settings button.
3. A pop up window appears allowing you to choose your layout. Once you have selected your dashboard layout, click on the Save Changes button.
This layout has been applied to your dashboard.
4. You can now add widgets to customise the content on the vendor dashboard. To add the To Do List widget to the dashboard:
On the homepage, click on the Add Widget button.
A pop up window appears allowing you to search through the list of available widgets. Once you have located the To Do List widget, click on the Add button.
Once the widget has been added to the dashboard, expand the Edit menu by clicking on the dropdown. This allows you to customise the content of the widget.
A popup window appears and the following items need to be completed:
Widget Title - This is the name of the widget.
Status Title - This is the name that is displayed for the status column.
Due By Title - This is the name that is displayed for the due column.
Items Per Page - This is the number of jobs that are displayed within the widget.
Sort - This determines the sort order of the jobs displayed within the widget.
Order - This determines the order of the jobs displayed within the widget.
Once this section has been filled in, click the Save Changes button. The To Do List widget has now been created.
How do I deactivate a vendor?
To deactivate a vendor:
1. Navigate to Administration → General → Vendors.
2. Expand the Edit menu by clicking the dropdown arrow. From the displayed list, select Deactivate vendor.
A pop up window appears confirming that the vendor has been deactivated. Click on the OK button.
The vendor has been deactivated.
How do I edit a vendor?
To edit a vendor user or change their password:
1. Navigate to Administration → General → Vendors.
2. Expand the Edit menu by clicking the dropdown arrow. From the displayed list, select Vendor Users.
3. Expand the Edit menu by clicking the dropdown arrow. From the displayed list, select Edit Vendor User.
Once this section has been filled in, click the Save button. The vendor user has now been updated.
4. To reset their password, click on the Change Password tab.
A new page appears, allowing you to specify and confirm the new password for this vendor user. Click on the Save button to confirm the change.
The vendor user's password has been changed.
How do I reactivate a vendor user?
To reactivate a vendor user:
1. Navigate to Administration → General → Vendors.
2. Expand the Edit menu by clicking the dropdown arrow. From the displayed list, select Vendor Users.
3. Select Show Inactive Only from the visibility dropdown.
4. Expand the Edit menu by clicking the dropdown arrow. From the displayed list, select Activate Vendor User.
A pop up window appears confirming that the vendor has been activated. Click on the OK button.
The vendor user has been reactivated.