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Administrator Guide
Last Updated: 2026-06-26
Update Authentication Method for Multiple Contractors

Update Authentication Method for Multiple Contractors

  • Have these permissions:
    • sso.saml.settings.edit
    • sso.saml.settings.read
  • Set up SAML single sign-on (SSO) for your Test and Production tenants.
After you set up SSO for your Test and Production tenants, you must update the authentication method for existing contractors. This must be done for the Test and Production tenants for users to log into VNDLY using SSO. Use these steps when you update the authentication method for a large number of contractors. If you don't set a default authentication method, contractors will use a username and password to log into VNDLY by default.
To update the authentication method for existing vendors, submit a product support case.
  1. Navigate to the
    Reports
     page.
    Depending on your permissions, you can access this page directly from the VNDLY header or in the
    Reports
    Reports
     drop-down menu.
  2. Search for the
    Contractor Detail List
     report.
  3. Click
    Export
    .
  4. From the header, select
    More
    Company Settings
    .
  5. In the
    Vendors
     section, click
    Import Contractor Updates
    .
  6. Download the bulk_update_contractors template.
  7. Open the downloaded template and remove all the columns except for
    system_id
     and
    authentication_method
    .
  8. Populate the
    system_id
     column using the data from the
    System ID
     column in the
    Contractor Detail List
     report.
  9. Populate the
    authentication_method
     column using the
    External identifier
     of the IdP to indicate which SSO configuration to use for each user.
    Use the value you entered in the
    External Identifier
     field on the
    Identity Providers
     tab when you configured SAML SSO. See Configure SAML Single Sign-On.
  10. Save your changes for the bulk_update_contractors template.
  11. Upload the file into VNDLY and view the results.
Test to ensure that SSO works for contractors in Test and Production tenants.
  1. Navigate to the
    Contractors
     page. Depending on your permissions, you can access this page directly from the VNDLY header or in the
    People
    Contractors
     drop-down menu.
  2. Select a contractor that you imported.
  3. Confirm the
    Authentication
     field displays the desired SSO option.