How to Onboard a New Vendor/Contractor user for agencies that have yet to complete the RBAC process.
\uD83D\uDCD8 Instructions
Onboarding:
Log into the Adaxes Dashboard.
Click the option in the left panel for Create Vendor
Fill out the Vendor/Contractor User Information page.
New users of Agencies that have not yet established RBAC (Role-Based Access Control) roles, will get permissions/access applied to them based on the user chosen in the “Copy User Access From” field on this form.
Click Create. This will trigger the process for account creation.
You will receive and automated email containing the temporary password and username for the newly created user.
The users account is now active. You can complete any additional onboarding steps needed from your agency.
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