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Administrator Guide
Last Updated: 2023-06-23
Set Up Authorized Services For Vendors

Set Up Authorized Services For Vendors

You can specify if certain vendors are the Vendor Lite type. See Concept: Vendor Types. To do this, you need to set up authorized services for vendors.
  1. From the header, select
    More
    Company Settings
    .
  2. From the
    Vendors
     section, click
    Vendor Settings
    .
  3. From the
    Authorized Service Configuration
     tab, set up the authorized services. As you enter the information, consider:
    Option
    Consideration
    Authorized Services that do not Require an Invite
    Vendors added with an authorized service that doesn't require an invite are automatically classified as Vendor Lite. The vendor won't be invited into the system and no vendor users will be associated with the vendor profile.
    If a vendor is assigned to both an authorized service type that doesn't allow an invite and one that does, the service that allows invites overrides and sends the invite.
    Example: Worker Profile Management (WPM) is added in
    Vendor Settings
    as an authorized service type that won't send invites. A vendor is added with both WPM and contingent worker. That vendor will be sent an invite, because contingent worker overrides the WPM restriction.
    Allow Voluntary Invite to VNDLY system
    This enables vendors to be manually invited into VNDLY once the vendor is already in active status.
    This triggers the full vendor onboarding process to turn a Vendor Lite type into a Vendor Full type.