Difference between revisions of "Vendor Guide"

Revision as of 08:32, 8 March 2012

Getting Started

Logging In

All vendors have been issued a specific login that when used grants access to the Vendor Management Area. This is a special area where you have the ability to manage your individual clients, run billing reports or even set up other vendor admins.

The Vendor Dashboard

The Vendor Dashboard is a little different then the client or employee dashboard. If you recall, the dashboard is the first page you are taken too upon a successful login. For the vendor, the dashboard is split into two columns. Each column contains the main areas you have access too as a vendor.

Account Types

Vendor Admins

Vendor Admins are accounts that have the ability to login to your Vendor account and make changes to client information, run billing reports, etc. You have the ability to create as many Vendor Admin accounts as you need. In order to avoid the practice of sharing login information with others, it is considered best practice to create Vendor Admin accounts whenever needed. There are two types of Vendor Admins, 1) Super Admins and 2) Admins. The difference between the two is defined below.

• Super Admins
  Super Admins have full access to every area of the Vendor account. This is considered the highest level of access. They can also create other Super Admins as well as other Admins. Due to the high level of access, it is recommended that only a small number of Super Admin accounts are created. If access needs to be granted to the Vendor Area, we recommend as best practice to set-up the account as an Admin.

• Admins
  Admins have the ability to create sales rep accounts as well as manage client accounts. They cannot however create other admin accounts.

Managing Vendor Admins

Once you've determined the type of Vendor Admin you wish to create (Super Admin or Admin), proceed to the administration area for that type. For demonstration purposes, we'll show how to set-up an Admin account.

• Click on "Admins" from the Main Navigation. This will take you to the Admin Administration section.
• The main Admin Administration page will list any previously set-up Admin accounts.
  • If you wish to edit an existing account, click the "edit" button found on the far right hand side of the account in question.
  • If you wish to create a new Admin account, click the "Create New Vendor Admins Account" button found on the page.
• Fill out the necessary fields and click the "Submit Form" button.

Sales Reps

Sales reps are used i attributing client accounts to a particular sales rep. This isn't required but if you wish to identify a sales contact with a particular client, this is a convenient way to do so.

Managing Rep Accounts

If you wish to edit or create a new Rep Account, proceed to the Rep Administration area.

• Click on "Reps" from the Main Navigation. This will take you to the Rep Administration section.
• The main Rep Administration page will list any previously set-up Rep accounts.
  • If you wish to edit an existing account, click the "edit" button found on the far right hand side of the account in question.
  • If you wish to create a new Rep account, click the "Create New Sales Reps Account" button found on the page.
• Fill out the necessary fields and click the "Submit Form" button.

Client Accounts

Client accounts are pretty much exactly what you might be imagining. They are the businesses/entities that you've extended a TimeMD account too for time and labor management purposes. For more information on client accounts, please refer to the section #Managing Client Accounts below.

Managing Client Accounts