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How to Onboard a New Vendor/Contractor user for agencies that have gone through the RBAC process.

\uD83D\uDCD8 Instructions

Onboarding:

  1. Click the option in the left panel for Create Vendor

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  1. Fill out the Vendor User Information page.

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New users of Agencies that have RBAC (Role-Based Access Control) implemented will get permissions/access applied to them based on their job role.

  1. Click Create. This will trigger the process for account creation.

  2. You will receive and automated email containing the temporary password and username for the newly created user.

  3. The users account is now active. You can complete any additional onboarding steps needed from your agency.

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