Manage user roles and access by department. Assign permissions for Finance, Legal, Safety, and more to control visibility across your organization.
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• Company Admin – Full Access – read and write
• Business Unit Sponsor – Only can access a dashboard that provides context into the businesses they sponsor. Only has view access to the application.
• Vendor Management Admin – Limits view and write access to only Vendor Management Requirements within Checklist and Requirements section.
• Subcontractor – Assigns a Vendor to a different profile state to manage their Vendor Onboarding processes.
• Legal – Limits view and write access to only the Legal Requirements within Checklist and Requirements section.
• Safety - Limits view and write access to only the Safety Requirements within Checklist and Requirements section.
• Finance - Limits view and write access to only the Finance Requirements within Checklist and Requirements section.
• External Approver – A user account that only sees tasks that are requested for “External Approval”. Approvals can occur without logging into the system via email.
Tailor your CMS with company-specific settings, forms, and options to better manage vendor and contractor processes.
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Learn essential vendor management terms like onboarding, Vendor ID, workflows, and compliance to streamline processes and boost efficiency.
Manage vendor statuses, profiles, and onboarding processes effectively with CMS's Access Control tools.
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Use the checklist to monitor vendor tasks, review docs, filter by status, and request external approvals for streamlined vendor management.
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Enhance vendor communication by creating customizable email templates with dynamic fields for seamless integration.
Create graded surveys to assess vendors’ skills and compliance, with aggregated scores visible in the Vendor Profile.
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Track and manage vendor training by job title, approve credentials, verify via QR code, and export data to ensure full training compliance.
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View vendor stats, tasks, and reports on your dashboard. Track onboarding, holds, and system activity with customizable AI-generated reporting tools.
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Follow this step-by-step guide to connect a vendor account, submit forms, approve tasks, and fully onboard vendors to your company's system.
Generate detailed, AI-driven reports on vendor tasks, surveys, and certifications to monitor compliance and progress.
Submit your admin account form once with contact details and company name, select a free trial, and manage training licenses on Unify.ATS.