| Permission | Enables | Implications | Related |
| View and edit the Social Security # field in the vendor account detail. | Because the Social Security # field is contained in contact detail, the user must also be granted View/Edit rights to the Personal Tab under General > Contacts. | ||
| View and edit the Social Insurance # field in the vendor account detail. | Because the Social Insurance # field is contained in contact detail, the user must also be granted View/Edit rights to the Personal Tab under General > Contacts. |
| Permission | Enables | Implications | Related |
| Locate a vendor account. | This only pertains to the Account Locate screen. Users without
this right can still use the vendor lookup screens throughout
the system, e.g. when issuing disbursement with a Type
of Vendor.
A user with this right will be able to view whatever information is displayed in the Account Locate list, even if the user does not have the right to view vendor account detail. |
The vendor accounts that display in the Results list are limited by the user's security access to the associated structures, unless the user has also been granted the Display in Listview Regardless of Structure object under General > General. | |
| View vendor account detail. | This allows the user to access vendor account detail from the Account Locate screen. | ||
| Add a vendor account. | Restricting the number of users who can add vendors helps eliminate account duplication. | ||
| Edit vendor account detail. | If the user is not also granted the Edit Structure right under
Vendors > Vendors,
the user will not be able to edit the Structure
list.
In order to edit the account lookup code, the user must also be granted the Edit Lookup Code right under General > General. |
||
| Use the Inactivate/Reactivate action, available from the Account Locate screen, to modify a vendor's account. | Inactivating a vendor account allows you to retain account detail, but prevents that vendor from being accessed in any area of the system other than the Account Locate screen (provided the Inactive checkbox is selected). | Because this action does not involve accessing the account detail, the user will be able to inactivate or reactivate an account regardless of whether the user is granted View or Edit rights. | |
| Access a vendor's Attachment list with the level of security assigned under General > Attachments. | A user who is granted this security right will be able to perform whatever actions the user has rights to under General > Attachments in the Vendor area. If the user is not granted any rights under General > Attachments, this object will not grant any rights. | ||
| Access a vendor's Activity list with the level of security assigned under General > Activities. | Users without these rights will not be prevented from adding
an activity created as part of a system event.
While it may be beneficial to limit the number of users who may add activities on a vendor account, keep in mind that users who do not have the rights to view vendor activities will not be able to view any activities on a vendor account, even if they are the activities' owners. |
A user who is granted this security right will be able to perform whatever actions the user has rights to under General > Activities in the Vendor area. If the user is not granted any rights under General > Activities, this object will not grant any rights. | |
| Modify the structures a vendor is associated to on the Account tab of the account detail. | The structures listed in the vendor's account detail limit the ability to select that vendor in various areas of the system. For example, a vendor must be associated to an agency in order for that agency to issue a disbursement to the vendor. |