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Attach a User to a Vendor

Distributor steps for linking an Encompass user to a vendor through the Vendors Users sub table on the Users table, so the user is associated with that vendor. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Steps

How to Attach a User to a Vendor
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1. Using Universal Search, navigate to the Users table.
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2. View the User that will be attached, and search by UserID, Full Name, or User Name.
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3. Click Sub Tables, then select Vendors Users.
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4. Click Add Vendors Users.
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5. Select Vendor then click Add Record.

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