To set up user rights to view and manage vendors, follow these steps:
- Go to Settings > User Roles & Rights > [Role Name] > Scheduling tab.
- Select any of the checkboxes in the "Vendor Access" columns.
User Role/Right |
Definition |
|
Manage Vendors |
Allows the user to view the vendor list. |
|
View Vendor Information |
Allows the user to view basic information on the vendor account screen. |
|
View I-9 Information |
Allows the user to view the vendor’s I-9 information on the vendor account screen. |
|
View Attachments |
Allows the user to view attachments on the vendor account screen. |
|
View Rating |
Allows the user to view the vendor’s rating on the vendor account screen. |
|
View Time Off |
Allows the user to view the vendor’s remaining vacation and sick time on the employee account screen. |
|
View Timeline Section |
Allows the user to view the vendor’s timeline information on the vendor account screen. |
|
View Resource Notes |
Allows the user to view any vendor notes on the vendor account screen. |
|
View Customer |
Allows the user to see the client a to-do is associated with in the vendor’s timeline. |
|
View License Info |
Allows the user to view the vendor’s I-9 information on the vendor account screen. |
|
View Custom Fields |
Allows the user to view the custom fields for vendors on the vendor account screen. |
|
View User Settings |
Allows the user to view the vendor’s I-9 information on the vendor account screen. |
|
View Alerts |
Allows the user to view the vendor’s I-9 information on the vendor account screen. |
|
Add Vendor |
Allows the user to add a new vendor. |
|
Edit Vendor |
Allows the user to edit an existing vendor. |
|
Edit Photo |
Allows the user to edit the photo for a vendor. |
|
Add/Remove Tag |
Allows the user to add and remove resource tags. |
|
Add Time Off |
Allows the user to add time off requests. |
|
Edit Time Off |
Allows the user to edit time off requests after being requested. |
|
Add/Edit Complaint |
Allows the user to add and edit a complaint. |
|
Add/Edit Compliment |
Allows the user to add and edit a compliment. |
|
Delete Complaint |
Allows the user to delete a complaint. |
|
Delete Compliment |
Allows the user to compliment. |
|
Modify Note Expiration |
Allows the user to modify the expiration timeframe for a compliment or complaint. |
|
View Default Schedule |
Allows the user to view the vendor’s default schedule. |
|
Edit Default Schedule |
Allows the user to edit the vendor’s default schedule. |
|
View Upcoming Schedule |
Allows the user to vendor’s upcoming schedule. |
|
Override Scheduled Days |
Allows the user to override the vendor’s schedule. |
|
View Scheduled Work |
Allows the user to a vendor’s scheduled jobs. |
|
Edit Vendor Password |
Allows the user to reset a vendor’s password. |