Vendor staff that have access in Track must have an individual user account set up. To Set up the user in track, the company must be created in track first. Once the company has been created in Track, follow these steps to set up the vendor staff.
- navigate to the configuration panel
- select company set up
- Once you have reached the company setup page, select "Users".
- Next Select "+User"
- Fill out all necessary information for the staff member as though you were creating any other system user. Continue to scroll down the page.
- Once you reach this section, you will need to select the appropriate company that the vendor works under.
- After you have entered all of the required information, you can save the staff member.