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Updated on September 19, 2023

Assign Vendor Account to Portal

Estimated reading: 2 minutes 193 views

Please read New Vendor Account Page to learn more about creating a vendor account first, then attach its details here.

Overview:

The Assign vendor account to portal lets you swiftly and securely link your vendor accounts to their specific portals. Whether Vendor X or any other vendor, the module ensures your access credentials are organized and easily retrievable.

Step-by-Step Vendor Portal Account Assignment:

    1. Go to the Core panel/settings
    2. Click the Assign vendor account to Portal button
    3. Choose the vendor name for the dropdown menu.
    4. Choose the Account name you want to tag more details on. (if you didn’t find the account you are looking for, click the New Vendor account button to create one immediately.)
    5. Choose the Vendor account number related to the vendor name (more confirmation layer).
    6. Select the company you want to link with the account
    7. if there are previous data inserted, then it will be shown, and you can add more, but if you have a new account, then the sub-account will be shown eampty
    8. insert all the details related to the account, like username, password, and Link to the portal
    9. you can create many accounts with the exact details if multiple users have access to the portal
    10. once all information is inserted click Save & add new button to insert the new data into iClicka Database

       

Tips for a Smooth Experience:

  • Ensure that the usernames and passwords you input are accurate. This will prevent login issues when accessing the vendor’s portal.
  • Regularly update the “Staff Access” field, especially when there are changes in your team or their roles.

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