Vendor Users and Store Users
Why do you need Vendor/Store Users
A Vendor User entity represents a person that usually works with customers at the vendor’s site and has access to TurnKey Lender application in order to manage activity related to loans requested by the customers in order to purchase the goods or services provided by the vendor.
Vendor Users can act at the level of Vendor and any of the Vendor’s stores, while Store Users are limited to their Store.
Who can manage Vendor/Store Users
Initially, the vendor store users can be created by Back-office users with active “Vendor management” permission.
If there has been created a Vendor User with active “Vendor management” permission, they can also create and manage other Vendor Users and Store Users.
Actions Related to Vendor/Store Users
First of all the Vendor/Store Users must be added to the system, and their permissions must be defined (see Creating and Managing Users )
Subject to their permissions, Vendor Users can:
Manage vendor settings, create new store, add new vendor/store users and define their details and permissions
see Managing Vendor SettingsVerify documents at the available workplaces
Export information on statuses of the loans for any of Vendor’s stores
see https://turnkey-lender.atlassian.net/wiki/spaces/TLKB/pages/3234824397
Vendor and Store Users, subject to their permissions, can:
Apply for a loan for the vendor’s services on behalf of the customer at any of the vendor’s stores (Origination workplace) , reassign the application and manage the application details
see How Vendor or Store User can create and manage a new loanMonitor the loan application processing and view its current status (Monitoring workplace)
see Monitoring Applications