Control Access to Vendor Accounts with Vendor Management Security

Various Users may be involved with the creation and maintenance of Vendor Accounts. The Vendor Management Security allows you to control who has the rights to create and modify specific fields and sections of the Vendor Accounts Workbench.

Vendor Management Security is implemented as a security group, independent of the User Group Maintenance and is assigned to the User ID through User Maintenance. Vendor Management Security is found in Purchasing | Vendor Management | Security | Vendor Management Security.

The following steps guide you through creating the Security Group and then assigning the group to a User ID.

1. Create the Vendor Management Security Groups by:

a) Click the Insert New icon
b) Assign a Group Id and Name
c) Click Details button.

2. On the Details screen there will be 3 tabs across the top. The Account Manger and Non-Account Manager Rights tabs will each have 2 tabs below to allow assignment of rights for Vendor and Prospect accounts. Select the rights as required for the Security Group.

3. On the Create Rights tab select whether the group will be allowed to create new Vendor accounts and select the appropriate options. You can also set some Defaults on this screen.

Once the Security Group is created it can then be assigned to a User ID.

4. Go to User security and select Modify an existing user option, click Next.

5. Find the User from the list and then click Next and Next again on the following screen.

6. On the Vendor Management User Group field select the Security Group from the drop-down list to assign to the User. Click Next until you come to the final screen and click Finish.