Logins are created to allow vendors to directly access information in eUnify. Vendors with access can view and edit elements of assigned work orders and invoices, as well as update contact information, insurance policies and documents, and customize and brand their Vendor Portal.


Creating a Login for the Vendor Portal 


A new Vendor Login is created in two parts.


PART 1- Generate Vendor Login information.


PART 2 - Customize Login information



PART 1  Generate Login Information 


Step 1. Navigate to Accounting > A/P > Manage Vendor.

 

Step 2. Use the Search filters to locate the Vendor you need. 

 


Step 3. Click the Pencil icon to open the record. 


 


Step 4. Click the Create Vendor hyperlink.


 

Step 5. This will auto generate a User Id and User Name.



PART 2  Customize Login Information


Step 1. Navigate to Administration > Manage Users.

 

Step 2. Use the Search filters to locate the newly created User Name. 

 


Step 3. Click the Pencil icon to open the record.


 


Step 4. Click the Change User Name/Password hyperlink in the User section. 


 


Step 5. Enter a new User Name and Password in the fields provided. 


Step 6. Click the Change button to save the new information.