Add a new Vendor Portal user

Owned by Oksana Vishchuk
Last updated: Jul 04, 2024
2 min read

  1. Go to the Vendor Portal → Profile module → Users tab.

    Users1.png

  2. Click the Add User button. You will be directed to the Add User page.

    Users2.png

  3. In the Permissions card, select the role of the new user - Administrator, Regular user, or Contact person.
    Some Vendor Portals can have internal/external user differentiation, depending on the settings.

  4. In the Personal data card, provide the user data.

  5. In the Credentials card, provide the e-mail and the password for the new user (users can change the password at any time while logging in to the Vendor Portal).

  6. (Optional) In the Contact data card, provide the user’s e-mail and phone number.
    The Text message notifications feature is deprecated.

  7. Click the Add User button in the top right-hand corner.

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