Skip to main content

Assigning a user or group to a vendor

Roles and permissions

The following roles can assign a user or group to a vendor:

  • Administrators

  • Compliance managers who are members of the Vendor Register

  • Users who are members of the Vendor Register

Assigning a user or group to a single vendor

The steps below explain how to assign a user or group to a single vendor.

  1. From the left menu, select Vendors.

  2. Select the Vendors tab.

    vendors-tab-generic.png
  3. Select the vendor you want to assign the user or group to.

  4. In the right pane, expand the Owner section.

    vendors-owner-section.png
  5. Do one of the following:

    1. To assign the vendor to an individual owner, hover over the current owner, then click the Edit icon. Select a new owner from the drop-down menu.

    2. To assign the vendor to a group, hover over Individual, then select Group. Click Select group. Select a group from the drop-down menu. If the group has a designated lead, that individual automatically becomes the owner. If the group doesn't have a lead, you can hover over the current owner and select a new owner.

    Hyperproof automatically saves your changes.

Assigning a user or group to vendors in bulk

The steps below explain how to assign multiple vendors to a user or group at once.

  1. From the left menu, select Vendors.

  2. Select the Vendors tab.

    vendors-tab-generic.png
  3. Select the checkboxes next to the vendors you want to edit.

  4. Click Owner.

    vendors-owner-link.png

    The Edit vendor owner window opens.

  5. Do one of the following:

    1. To change the individual owner, hover over the current owner, then click the Edit icon. Select a new owner from the drop-down menu.

    2. To change the owner to a group, hover over Individual, then select Group. Click Select group. Select a group from the drop-down menu. If the group has a designated lead, that individual automatically becomes the assignee. If the group doesn't have a lead, you can hover over the current assignee and select a new assignee.

  6. Click Review.

    The Review and confirm window opens.

  7. Click Confirm.

    The vendors are assigned to the user or group.