Security access to VPConnect is strictly controlled. User accounts are therefore managed internally by your administrator of the system. End users cannot initiate the setup of their own accounts. User requests for a new account should come through a designated process established with your end users such as a website request page or a phone number for designated internal contact person. Once that request is received, the following steps should be followed.
When setting up external user accounts, you must be logged in with an account that is assigned to the Vendor Admin role and you must be accessing the VPConnect website using the external web address, not an internal web address such as \localhost\.... This last part is critical because the link that is embedded into the email sent out to the new user as part of the last step of this process uses the root of the web address displayed in the browser. This does not apply when setting up internal accounts.
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The User Entry screen is displayed to allow you to set up a new user account.
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For internal roles, users typically have access to all vendor records as long as the role they belong to is assigned to the Inquiry Menu options. Select the proper Company ID as defined in your Costpoint database.
Once Company ID is selected, you can search for vendors directly in the Costpoint database by entering a Vendor ID or Vendor Name. You are allowed to type in partial values to perform a "begins with" search. For example, you can enter "Del" to find all vendor names that start with the letters d-e-l. Click Search for Vendor and a list of matching values we is displayed. Click the vendor ID for the row you want to select.
Note:Some vendors manage more than one vendor account in your Costpoint database. Therefore, the system allows a Vendor Admin to add one to many vendor IDs.
