How do you handle assigning vendors to a task without giving them a license? | Community
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DerekSa
Level 2
January 25, 2021
Question

How do you handle assigning vendors to a task without giving them a license?

  • January 25, 2021
  • 2 replies
  • 1323 views

we work with a lot of vendors and want to capture their efforts in project tasks, but don't want to utilize a license for that. Is there a way that you capture vendor work without assigning a license to a vendor?

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    2 replies

    Doug_Den_Hoed__AtAppStore
    Community Advisor
    Doug_Den_Hoed__AtAppStoreCommunity Advisor
    Community Advisor
    January 25, 2021

    Hi Derek,

    Depending on whether you're or not you're expecting them to see (or -- we'd need to chat further -- edit) "their" data, you could set them up as Users for the sake of planning, but then either not set them up as Users, or set them up as (free) reviewer license.

    Regards,

    Doug

    D
    DerekSaAuthor
    Level 2
    January 25, 2021

    Thank you Doug! we aren't necessarily planning on them seeing or editing their tasks... we are fine making those changes... just mainly not wanting to have a bunch of tasks that are assigned to no one. I'll play around with your recommendation! We are fairly new to Workfront, so still trying to get things nailed down.

    D
    DerekSaAuthor
    Level 2
    January 25, 2021

    I guess for some more clarification... in our past PMIS, we utilized a common vendor name for each vendor that we used frequently... (ex: Vendor, ABCD Company or Vendor, EFGH Company... etc.) and when we had projects with that vendor, we simply assigned it to the vendor in that manner.

    RandyRoberts
    Community Advisor
    RandyRobertsCommunity Advisor
    Community Advisor
    February 4, 2021

    Sometimes with vendors, I'll add a reviewer account and add a form to that user with phone numbers, contacts and shipping codes and stuff like that. I will also add spec requirement sheets for printers. This way whomever deals with that vendor can go to their user profile and get all the info they need about utilizing that vendor.

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