How to Request a New Vendor User

Overview

Vendors can keep their users up to date and current.  You can add new users to your organization. Any user in your Vendor Profile can manage the addition of new users to your account. It is best practice for the company Administrator to regularly update Vendor Profiles to ensure that only active users are listed.

Steps

Add User After Log In

1. From your dashboard, locate the Configure section. Click the List/Add Users link.

Access configuration options to manage account settings, security, business info, and users.”\

2. From the Users tab, click the Add User button to begin creating a new user profile.

View and manage vendor user accounts, including adding users and editing roles, contact details, or access.

3. Enter User Information. Complete all required fields with the user's details. 

Enter and update user contact details, including name, email, and phone, then save changes to manage account access.

4. Decide whether to notify the User upon account creation by selecting the appropriate option. Note: If you choose to notify the User, a temporary password will be sent to the email address you provided. The email will include a link to log in with the temporary password. The link expires within 30 minutes.

Choose whether to email new user login details, then save or return to user list.

5. After the user has been successfully added, click the Contacts tab. Use the dropdown menus to designate which user(s) should be contacted for specific questions or topics (e.g., Contract, Certifications, Invoicing).

6. Select the appropriate name from each dropdown. Click Save to confirm and apply your selections.

Assign users to contact roles such as main, owner, and invoicing to manage vendor communication responsibilities.

Add User from the Portal

1. From the landing page, open the Account Access modal and click Account Lookup.

Look up vendor accounts or reset passwords using Account Lookup or Forgot Password options.

2. Enter the required search parameters, then click Search to locate your business account.

Search for vendor accounts using business name, tax ID, contact, or location details, then select Search to find records.

3. If your name does not appear in the search results, ask an existing listed user to grant you access. If no one is available to provide access, click the Submit a Support Ticket. 

Summary

This article provides guidance for Vendor users on how to request or add new users to their organization’s Vendor Profile in B2Gnow. Keeping user information current ensures that only active and authorized individuals have access to company data and communications. Regularly updating your Vendor Profile helps maintain account security and accurate contact details.

If you still require additional assistance, close this tab and return back to the system and submit a support ticket.

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