I would like to have access to a report that shows which vendors have been granted access to the portal, and also list all the projects they have been given access to.
Admin
David Holler
Sep 30, 2025
Neither of the following is a printed report, but the information is easily accessible: All projects a vendor is working on (meaning have a record or transaction assigned to) can be found int the Vendor Portal on the main menu (the black menu bar on the right). If a vendor has access to the portal, this can be seen in Global Settings, Teamlink Portal, and scroll to the very bottom. Coincidentally, if you need to remove a teamlink portal for all projects, the delete Icon on the right side of their name can be used.
Neither of the following is a printed report, but the information is easily accessible:
All projects a vendor is working on (meaning have a record or transaction assigned to) can be found int the Vendor Portal on the main menu (the black menu bar on the right).
If a vendor has access to the portal, this can be seen in Global Settings, Teamlink Portal, and scroll to the very bottom. Coincidentally, if you need to remove a teamlink portal for all projects, the delete Icon on the right side of their name can be used.