This article explains how to associate vendors with users. This process, known as tagging, lies at the core of our system and ensures users can access the necessary information within the software.
Step 1: Access Administration Panel
- Navigate to the administration section of the software where user management features are located.
Step 2: Locate User Asset Tags
- Within the user management interface, locate the section where asset tags are assigned to users.
Step 3: Select User and Add Vendor Tag
- Identify the user to whom you want to associate a vendor.
- Click on the user's profile to access their asset tags.
- If the user already has some tags assigned, you'll see them listed.
- To add a new vendor tag, click on the "select vendors" option.
- Choose the vendor(s) you wish to associate with the user.
- Optionally, specify a context (default).
- Click "add tag" to save the changes.
Step 4: Verify Tagging
- Confirm that the vendor tag(s) have been successfully added to the user's profile.
Step 5: Utilize Tagged Information
- Once tagged, the user will now have access to all relevant information related to the associated vendor(s).
- This includes vendor invoices, purchase orders, and other pertinent details within the software.