D2D² Schedulerhelp

Who can do what on the Vendor portal

What it does. Shows what a vendor user can do, and who in the shop can change the same notes.

ActionAdminPlannerViewerOperatorVendor
See a vendor's purchase ordersYesYesYesYesOwn only
Write Vendor Notes and HoursYesNoNoNoOwn only
Open the Vendor portal screenNoNoNoNoYes

FAQ

How do I give a vendor access? An admin adds a user with the vendor role and the vendor's name on Settings › Users (F-0116). The name must match the vendor on the purchase orders.

F-0251 · checked against the live app