How to Create a Supplier Employee

A supplier employee contact must be created for external contractors who need to be assigned work orders

This article is for FMI Works users who have been given the permission of System Administrator

Creating new users

There are two steps in the user creation process.

1. The user is created as a contact. There are three types of contacts: employee contacts, supplier employee contacts, and Interested Parties.

In this article we look at how to create a supplier employee contact.

2. User permissions are assigned.

What is a supplier employee contact?

A supplier employee contact is an external contractor who will be responsible for performing the work on the work order. Each supplier must have at least one supplier employee contact.

This allows the contractor to be assigned work orders. It also allows the contractor to login to the FMI Contractor Portal to manage their work orders.

Creating a Supplier Employee Contact

From the Services module, select Suppliers > Supplier List > Edit Supplier.

On the Edit Supplier page, select the Employees tab. A list of supplier employees will be displayed.

There are two types of supplier employees as outlined below.

Primary Contact	Can be assigned to work orders and can assign work to other employees. Can see all work orders assigned to the supplier. Can manage quotes and company details. Work order emails will default to this contact when the supplier is assigned to the work order.
Secondary Contact	Can be assigned to work orders. Can see work orders assigned to them but cannot see work orders assigned to another employee. Does not have access to quotes or company details.

You can create as many supplier employees as required but only one contact can be the Primary Contact.

To create a supplier employee select Add Employee.

Required Fields

Name	Full name of the employee.
Email Address	Their email address.
Set as	Primary or secondary contact; active or inactive.
Applicable Sites	Select the site/s this employee has access to. Site access determines the work orders the employee can be assigned to.

Optional Fields

Phone	Their phone number.
Mobile Phone	Their mobile number.

Fill in the required fields and select Save.

If the supplier employee intends to use the Contractor Portal to manage their work orders, user permissions must be assigned.