Once Vendor Management is activated for an account, users with vendor permissions will be able to access the Vendors page in the left hand navigation.
- Users with the default roles of Buyer, Bookkeeper, Finance Manager, Finance Admin, Admin, or Owner can create and edit vendors.
- Users with the default roles of Bookkeepers, Finance Manager, or Finance Admin can also manage vendor settings.
- Users with the default roles of Admin or Owner can also manage vendor approval workflows.
Users who are authorized to create custom roles can also create custom roles with Vendor permissions by going to ‘Settings’ in the left hand navigation, then clicking ‘User Management’, then clicking on ‘Roles’ at the top of the page. From here, you can configure roles to contain Vendor permissions.
Users who are authorized to assign roles to other users can do so by clicking on ‘Users’ at the top of the page. From here, you can assign a role containing Vendor permissions to another user.
