You can manage all of the external users from the Manage Users section,
From the main screen you can see all of the companies , the default view size is 10 users you can increase or decrease this by changing the page size.
Generally all vendors should be highlighted green to indicate they have active projects but they may also be highlighted black or red, the user status is as follows
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If the Full Name is highlighted in green then that user has active projects that they are currently working on, you can see the active projects by clicking the edit icon and then select the active projects tab, if the user has active projects then the user cannot be deleted until you have removed then from all there active projects by clicking the delete icon.
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If the Full Name is highlighted in red then the user has been deleted and you cannot undelete the user, they are also hidden from normal view and only accessible when the Show Deleted items checkbox is checked.
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If the Full Name is highlighted normal black colour then they have no active projects and can be deleted.
To add or edit a new supplier click the Add button or just click the supplier name and to edit the details.
Enter new or edit existing company details and click Save.
Once you have saved the company information expand the user section and click the Add button.
If it is a new user complete as many fields as possible or if an existing user just update.
When you have finished click the Save button.
The default roles tab allows you to set the default roles for all future projects that the vendor may be involved with, changing this doesn't update any of the current projects the vendor may be involved in only future projects.
The Trade tab allows you to add the vendor to a trade, for more information on trades please see the
Creating trades section
The Active projects tab shows you all of the projects that the vendor has submitted a bid on, you can click the project link to open the tender directly.
The Historical roles tab gives you a list of roles for ALL current and previous tenders.
You can also remove the vendor for accessing any tender by removing there roles, to do this just click the delete icon and follow the prompts
You will get confirmation
