How To: Add/Remove Users and Assigning Permissions

Summary

This article explains how to add a new user in VendorProof. Admins enter basic details, assign a temporary password, and grant specific permissions (vendor access, monitoring, TIN, payment waiver, imports, user management, or alerts). After saving, the admin shares login credentials, and the new user must set a secure password on first login.

Add Users

1. Click on Users in your navigation bar, then select Add

2. Enter the following information:

• First Name
• Last Name
• Login Name (we recommend email!)
• Email Address
• Temporary Password - your user will need this to access account and set secure password upon first login.

3. Assign user permissions by checking the boxes next to the access type:

4. Next, designate whether the user should have access to all vendors in your system or only to vendors associated with specific sub-clients.

• To grant access to specific sub-clients, use the Sub-Client Managed box and click Add on the left side to select the appropriate sub-clients.

• If your organization does not use sub-clients, select the option User can access all vendor lists of the organization.

5. Click Save to finalize the user account. 
 

6. Once the user account is saved, you will need to provide the username and password to the new user. The first time they log in, they will be prompted to set their own secure password. 

Deleting Users

To remove a user:

1. Locate the user on the Users page.

2. Click Delete next to their name.

    

Additional Support

For further guidance, VendorProof provides On-Demand Training Webinars. For assistance or customization needs, please contact our Client Care team at help@vendorproof.com.