How to add a new Vendor as a Super Admin

As a Super Admin, you can manually add new vendors to the SafeSchool ID, similar to adding a new school. This is useful during initial setup or when processing requests via phone, email, etc.

Steps to Add a New Vendor

1. Log in as Super Admin

   • Ensure you are logged in as the Super Admin

2. Navigate to the Vendor Management Section

   • Access this from your Super Admin dashboard

   

   Vendor Management section
3. Add Vendor Details

   • Click on "Add Vendor."

   • Fill in the required details: Vendor Name, Contact Name, State, City, and Address.

   

   Adding Vendor details
4. Create the Vendor

You have two options:

• Option 1: Create the Vendor Without Adding Any Staff Accounts. This option will simply register the vendor in the system. Fill in all the vendor data and click 'Create.' The vendor will then appear in the vendor list.

Newly Added Vendor in the Vendor List

• Option 2: Create the Vendor and Add a Vendor Manager

  • Follow all the steps when creating a new vendor as described above

  • Enable 'Create a vendor manager' checkbox

  • Fill in the Vendor Manager's details: First Name, Last Name, Email, and Phone Number

  • Click 'Create' button

Create a vendor manager form

1. Receive Confirmation Email

• Once the Vendor and the Vendor manager are created, the system will send an invitation email to the newly added Vendor Manager, containing their login credentials.

Confirmation email received

Login credentials recived via email

Next Steps for the Vendor Manager

Once the system has sent an email with credentials to the Vendor Manager, they must follow the steps outlined in the email to log in to the SafeSchool ID system. This will allow them to act as a vendor with the assigned rights and access the available features in the system.