Add Vendor Access

Modified on Wed, 25 Feb at 9:29 AM

Vendors need access to view and send the Project documents. This section describes the steps to add a vendor to the Supplier List.

Step	Action
1.	Navigate to the Function Dashboard, then click Projects.
2.	Click the radio button All Projects in the Search pane.
3.	Highlight the record row, then click View.
3.	Click Suppliers tab.
4.	Optional: Add a vendor as follows: Click Add. Check the box in the vendor(s) row. Click Add.
5.	Scroll right to locate the column Document Access. Select the row, then choose Yes in the drop-down. Repeat for each applicable vendor row. Click Save. The vendors can send documents via Edge.
6.	View vendor documents as follows: Navigate to the Projects landing page. Click Last Visited tab. Click Edit in the document row. Click Document tab and view uploaded document(s).

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