Accessing Admin in Vendor Details 

Overview

The Admin tab, located at the bottom of the Vendor Details screen, is a permission-based feature available only to Administrative users. If you do not see this tab, your account does not have administrator permissions.

The Admin section allows authorized users to:

• Grant Fee Voucher to a Vendor (Article: Assigning Fee Voucher )
• Vendor Conversion
• Assign Vendor Rank 
• View and Configure Accounting API Integrations for a Vendor (Article: Accounting API)

Accessing the Admin Tab

1. Log into VIVE and click the My Vendors tab on the left menu panel. 

2. Users should search for a specific vendor and click on that vendor.

3. Click on the tab labeled "Admin" on the left panel menu.

• • If you do not see this tab, your account has not been granted administrator access. 

Managing Spotlight Vendors & Rankings

If your company has a Spotlight Vendor Program in VIVE, administrators can assign preferred vendor status to a vendor.

How to Assign a Vendor a Ranking:

1. Click the "Assign Vendor Rank" button.
2. If the screen is blank, your company has not set up a preferred vendor program in VIVE.
3. If the preferred vendor ranking options appear, do the following:
   • Click the ranking you wish to assign.
   • Click "Select Ranking" to finalize the assignment.

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Vendor Conversion

In VIVE, administrators have the ability to modify a vendor’s compliance status based on business requirements. This includes:

1. Converting a Vendor to Compliance Exempt – Used when a vendor does not go onsite to perform work and is exempt from VIVE. Please note: Do not convert a vendor to compliance exempt if they may some day need to be in VIVE as a paid vendor. Vendors are unable to register with VIVE if there is a compliance exempt vendor in VIVE. If you need to pay a vendor, use the force active flag.  
2. Converting a Vendor to Non-Verified – Used when a vendor was mistakenly added to VIVE as compliance exempt and you would like them to register with VIVE and become a vetted vendor. 

Only Administrators can perform these actions.

Converting a Vendor to Compliance Exempt

A Compliance Exempt vendor is not required to meet VIVE compliance standards but remains active in the system. 

When to Use This Status

• The vendor is exempt from compliance verification because they do not go on property to perform work. Examples include big box retail stores that use a 3rd party delivery service, financial services, and utility companies. These vendor provide services that do not require compliance checks.
• The vendor is an internal entity or partner that does not undergo the standard compliance process.

How to Convert a Vendor to Compliance Exempt

1. Click the "Convert Vendor to Compliance Exempt" button.
2. A confirmation message will appear. Click Confirm to proceed.
3. The vendor's compliance status will update to "Compliance Exempt", and compliance requirements will no longer apply.

Frequently Asked Questions (FAQs)

1. Why don’t I see the Admin tab?

The Admin tab is available only to users with administrator permissions. If you do not see it, contact your system administrator.

2. Can I assign a vendor as preferred if the screen is blank?

No, if the Vendor Rank screen is blank, your company has not enabled a Vendor Rank Program in VIVE. Contact your Company Admin for assistance.

3. How do I know if a vendor is linked to the accounting system?

Check the Accounting API section in the Admin tab:

• If the vendor is Linked, VIVE can update the accounting system.
• If the vendor is Unlinked, VIVE will not update accounting records.

4. What if I receive an error message when attempting to convert a vendor to compliance exempt. 

If you receive an error message, it is likely due to one of the following reasons:

• The vendor has not fully completed Step One of the vendor registration process. Required fields must be completed before a vendor can be converted to Compliance Exempt.

• The vendor is a paid vendor. Paid vendors have already been vetted by VIVE and, therefore, cannot be converted to Compliance Exempt status.

Please ensure the vendor has fully completed Step One and remains unpaid before attempting the conversion.

Need More Help?

For further assistance, contact VIVE's customer service:

Available 9:00 am - 6:00 pm Monday - Friday EST

• Online chat under the "Help" icon
• Email: support@getvived.com