User Rights for Vendor Access

To set up user rights to view and manage vendors, follow these steps.

  1. Go to Settings > User Roles & Rights > [Role Name] > Scheduling.
  2. Select any of the check boxes in the Vendor Access

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 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 request.

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 vendor’s default schedule.

Edit Default Schedule

Allows the user to edit vendor’s default schedule.

View Upcoming Schedule

Allows the user to vendor’s upcoming schedule.

Override Scheduled Days

Allows the user to override 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.

Was this article helpful?
0 out of 0 found this helpful

Still looking for your answer? How Can We Help?