Vendor Guide
Contents
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.
Vendor Admins
Managing Vendor Admins
You have the ability to create other Vendor Admins. This is considered best practice in order to avoid sharing logins. 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. It is recommended that only a small number of Super Admin accounts are created. In 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.
