Begin by understanding the different roles available
‘Supplier User’ Roles
Administrator: Create users, edit the company profile, add comments to and create all transactional documents.
Order Processor: Reject and confirm POs, create invoices and ASNs and add comments to transactional documents.
Content Manager: Manage their Vroozi Catalog content with a single sign on via the Portal. Content Managers can create and update catalogs on the buying organization’s behalf. Buying organization approval will still be required before changes go live.
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- Like and administrator and order processor, they can also complete all portal transactional flows
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Tip!! We recommend rolling out this permission after initial adoption of the platform and workflows has been executed by the supplier.
Steps:
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- Navigate to the Supplier Users view within Supplier Portal → Users
- Select ‘Invite a new user’
- Link to the employee’s Supplier
- Complete all details & select the user role
- Customize the Invitation email message and select ‘Send Invite(s)’
- Navigate to the Supplier Users view within Supplier Portal → Users
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The Supplier user’s record will now be listed in the Supplier Tab of their supplier record and under Supplier Portal → Users. Once a supplier user is invited, their user record is not editable. If edits are required, you must remove the user and create a new account.
*Supplier invitation and supplier user creation can also be managed from the existing Supplier record.
Additional step for ‘Content Manager’ Users
Note: There are 2 steps required to set up the Content Manager role. The Supplier contact must be created as a Supplier Portal user in Vroozi Purchase and as a supplier user within the Supplier’s record in Vroozi Catalog.
Steps:
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- In Vroozi Purchase via Supplier Portal User creation.
- In Vroozi Catalog via the Supplier’s record. Enter the supplier user’s email and name.
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