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Below is a sample of what you will see when you search for a vendor and click on the vendor name. All fields that were entered in the set up will be shown in this screen. 

Assignment

1. Once the vendor record is created you will see menu options on the left hand side.
2. Click on Assignment.
3. Click on Add.
4. Select the appropriate Company Employee, Practice Area, Employee ID, and Employee Type.
   1. If a field is left as — this will allow access to all in that specific category.
   2. The assignment can be based on any of the categories.
      1. ex. If you restrict it to employee XYZ and do not want to restrict it to a specific company

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