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Setting up Vendor Accounts, Partner Users and Resources

To allow vendors to create and manage their invoices:

1. Set up Salesforce accounts for your vendors.
2. Set up the Salesforce Partner Portal, and Salesforce user accounts for the vendor operations staff who are to create invoices.
3. Set up partner portal user roles, profiles and set up a sharing model with access to specific records and fields as required.
4. Associate the vendor operations users with the profiles you created in the previous step.
5. Set up vendor resources, for vendor staff that are to log time and expenses against projects.
   Note:

   Note

   

   For each vendor resource, ensure the External Resource checkbox is selected and the Account Name field is populated with the account name for that vendor.
6. Create assignments to assign the vendor resources to the appropriate projects. See Assignments and Schedules.

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