If you want to give someone access to VendorLink, an account must be created.
Only users with access to the Admin module can create users. Within every organization there is at least one client administrator. New users must be requested from this person(s). VendorLink Support does not create user accounts upon request.
Follow the instruction below to create a new user.
- Navigate to Admin > General settings > Users > Add user.
- Enter at least a username, e-mail address and display name. Entering a first and last name is not required, but it is advised that you do so. For a full explanation of this form, check out the table below.
Field Explanation Username This is the login name of the user. This can be an e-mail address.
A username can not be changed after the account has been created.E-mail address The user's e-mail address. Display name The name with which the user will be recognized within VendorLink. Profiel This is optional. A predefined profile can be selected here. The user will then automatically receive all roles and categories that are linked to this profile. Create as profile This creates a profile. This is not a usable user account, but a template on which you can base other user accounts.
Note: Only check 'Create as profile' if you want to create a role profile, instead of a standard user account. A profile is not a usable user account, but a template to base future new users on so that you don't have to manually assign roles/categories. - You can select a profile for this user. If you haven't created any permission profiles, leave this field blank and manually add roles later.
- Click 'Add'.
- Send your new user instructions to set a password. You must do this manually, this cannot be done from within VendorLink.
After adding the user, you will be automatically redirected to the user account's detail page. If you have not linked a profile to the user, you can assign specific roles to the user under the 'Roles' tab.