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Managing Vendors - Security

Portal Security Roles Allowed for this Vendor Maintain Security Roles available to assign to vendor users that need to access the system via the vendor portal. Roles identified in this section populat

Updated over 2 weeks ago

Portal Security Roles Allowed for this Vendor

Maintain Security Roles available to assign to vendor users that need to access the system via the vendor portal. Roles identified in this section populate the Security Role choice list for Vendor Contacts and Vendor Service Agents.

Roles are maintained on the Configuration tab, Security Roles screen.

Integration Permission Sets, and Integration Details

Fields in these sections are used by administrators to configure the vendor for integration.

Please contact your Equus representative who can provide more details with regards to Vendor Security.

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