Vendors

1. What does this feature do?

The Vendors module, within the Employees module, allows the App User to create a specialized type of employee that differs from a regular user.

Vendors do not have access to the application and require fewer fields during the intake process. Each vendor is assigned a unique Position ID, and their contract type is always set to “Contractor”.

2. Who is this for? (Roles & Permissions)

This feature is available to any role with permission to view, create, and update employees.

• Super Admin: Can view vendors across all assigned locations.
• Admin: Can view, create, edit, and bypass limits within their assigned location.
• Owner: Can view, create, edit, and bypass limits within their assigned location.
• Manager: Can view, create, edit within their assigned location.

3. Business Rules & Constraints

• Rule 1: A vendor must have a unique email address within the current location.
• Rule 2: A vendor must have a unique Position ID within the current location.

4. UI Placement

Employees

5. How-To Guide (Step-by-Step)

A vendor can be created within a specific location but cannot be reassigned to another location automatically. To associate a vendor with a different location, a new record must be created in that location.

Within each location, both the email address and the Position ID must be unique. However, these values are independent across locations, meaning the same email address and Position ID can be reused in different locations.

Create a Vendor

1. In the main menu, navigate to the Employees section.
2. Click the + Vendor button.
3. Fill in all required fields.
4. Click the Save button.
   
   

Edit a Vendor

1. In the main menu, navigate to the Employees section.
2. In the employee list, click on the vendor’s name to edit.
3. Update the desired fields.
4. Click the Update button.