Vendors

In this course, you'll learn how to navigate, create, and manage vendor records and users using Gatekeeper. We'll cover the following:

- Inviting Vendor Users: Learn the process of adding vendor users, selecting roles, and inviting users into the vendor portal
- Navigating the Vendor Repository: Explore how to view, filter, and customise the vendor repository to suit your specific requirements
- Managing Vendor Records: Gain the skills to navigate vendor data, contracts, events, messages, files, forms, and the lifecycle of vendor records
- Creating and Configuring Vendors: Learn how to create vendors, populate vendor data, set relationships, define RAG status, and manage vendor owners
- Exploring Advanced Features: Get an overview of custom tabs, Market IQ Suite, and financial, cybersecurity, and adverse media matching for vendors

In this course, you'll learn how to navigate, create, and manage vendor records and users using Gatekeeper. We'll cover the following:

- Inviting Vendor Users: Learn the process of adding vendor users, selecting roles, and inviting users into the vendor portal
- Navigating the Vendor Repository: Explore how to view, filter, and customise the vendor repository to suit your specific requirements
- Managing Vendor Records: Gain the skills to navigate vendor data, contracts, events, messages, files, forms, and the lifecycle of vendor records
- Creating and Configuring Vendors: Learn how to create vendors, populate vendor data, set relationships, define RAG status, and manage vendor owners
- Exploring Advanced Features: Get an overview of custom tabs, Market IQ Suite, and financial, cybersecurity, and adverse media matching for vendors

This course covers vendor management, including vendor users, navigating your vendor repository, creating vendors, and understanding vendor records and metadata within Gatekeeper.