Hello, Tung,

That's strange. I've just checked, and it seems to work correctly: vendor and customer portal users are not accounted when checking number of users against the license.

Are you sure that you configure vendor portal user correctly? According to docs, user must have a value in the Associated vendor field, and Vendor role should be added to the list of roles. Can you please recheck?

I followed the instructions by adding the Associated vendor field, and Vendor role already:

but still could not log in with Vendor role:

My TBM 6 Team version is 6.1.66. Did I miss something during the configuration? Any special setting is required for Vendor portal? 

As I said, I should have 4 administrative accounts and unlimited vendor accounts based on my purchase. Anything wrong here?  

Hello, Mike,

So,

Mike Nguyen said:

2. Could you work on a permission type where the excel/pdf/html export/import (e.g. vendor list xls export) permission can be allowed/denied to a certain user/role? Much appreciated!

For this, indeed this feature was asked few times already, but we didn't implement it. The reason why we don't implement it:

• when user views a table, he/she already can see data there, then why to restrict exporting data which is currently visible on screen? User can simply press Ctrl-A Ctrl-C to select and copy visible data.
• For Excel export and import, this operation becomes automatically restricted if role assigned to a user restricts data deletion. If user can only view and edit some data, they won't be able to use Excel export/import functionality.

Mike Nguyen said:

Also, the "test piece" feature looks promising. I'm studying it but not sure how to upload a test of certain specializations and assign it to a certain (candidate) vendor. It seems that this feature is not mature yet, doesn't it?

We have implemented it, but yes, waiting for some feedback. Here is Wiki page:  Test pieces 

So, to upload new test, you simply go to tests and create a new one. Then, to assign it to a vendor, you open vendor profile, switch to Test pieces tab, create a new one, load your created test and click Send. To view all tests for all vendors, go to Reference data - Vendors, and click Test pieces button on the toolbar.

Hope it helps!

Hi Eugene,

Thank you for your reply. Unfortunately some issues have arisen (sorry, I hope there would be less issues to be asked in the upcoming time)

1. Data Export/import:

I notice that even If an user can only view and edit data, they can still easily use this feature to export it. I agree that the data is visible on the screen, but it would help partially restrain the use of readibly usable/digitized data that could be used for personal purposes.

2. I want to restrict access of non-Admin users to any client fields (except for "Client Name" field, e.g, so that our PM users can still create translation project/job/job task). According to the reference materials, we are not sure how to do this. It could be helped in "Member permission" section, but everytime I set some criteria, errors are encountered. Could you help check it out?

3. Regarding the test piece function, I have tested to send a test to a vendor, but in the TBM's vendor user interface, it seems that there is no option for them to work online. An option for submission is available though:




Could you have a look into these and advise please? Thank you in advance!

Hi Eugene,

I really hope you can provide the solutions to these only pending issues. Looking forward to hearing from you!

Hi Mike, excuse us for delays, indeed not easy to answer fast.

1. Ok, so this added to to-do, but can't promise it could be done very fast.
2. Interesting bug, I wasn't able to reproduce it. However, we'll fix this. But yes, you have to add Client permission, remove Read/Write checkboxes, as you show on the screenshot, and then add Name to member permissions and allow Read and/or Write. In muy case, it worked, maybe you can just try again?
   
3. Confirm the bug, and we will fix it in today's (or Monday's) release 6.1.71. Thank you! Indeed the field is in read only mode.

Hi Eugene,

Thank you for your help. Actually I have only one more request: Could you pleaseenable the vendor role's permission to use this function? E.g. they can use this to export a list of all monthly invoices in pdf/xls/docx files, input their signature, then send back to us as a confirmation to the final payment sheet (everything is correct and no complaint shall be made later on)

Ok, we'll include this in the next update. Also, maybe as an option we can create custom report for this?

Look at the attached example. You can create a new QuickReport, import this layout, then open Vendor role, and add a new permission so vendors can use it from the portal:

Then it becomes available on the portal:

The open it and export:

And you get nice PDF:

Here is the file:

Invoice inc.zip

Hi Eugene,

I will definitely try your great suggestion. One of the condition is, however, I can add/modify/delete type permission to the vendor role. But it seems that this is not possible (maybe it's a fixed role that prohibits any modification?) despite how many times I tried (all modifications are not in effect). All other roles are fine though...

Hi Mike,

Correct, when you make changes in the Vendor role, it gets overwritten with next update. But it affects only default settings. But in the example above, when I added a new row to the permissions table, it will stay there, and should work correctly even after installing an update

Hi Eugene,

I confirm that itmes #1 and #3 have been fixed. Thank you so much!

For #2, the Member permission works properly now. However, I could not set the criteria and member items to "restrict access of non-Admin users to any client fields (except for "Client Name" field, so that our PM users can still create translation project/job/job task", meaning that they cannot get access to:

but can still select fully from the dropdown list:

Can you show me the detailed steps of creating the "Name" Member as mentioned in previous thread, because I tried some ways but failed to succeed.

can you give me some more screenshot

Hi Eugene,

I managed to set it successfully, so no need to waste your time for this any more :).

Actually, a minor error arises: The nested folder setting will not work after creating the nested folders  - They don't show up in the default structure ("out", "source". "ref"). In addition, the created ones are not deletable (after trying to click the "x" mark, the following screen will pop up. If you have spare time, please have a quick look into this issue. So far I have not encountered any more major issues. Thank you in advance!

Hi Eugene,

I managed to set it successfully, so no need to waste your time for this any more :).

Actually, a minor error arises: The nested folder setting will not work after creating the nested folders  - They don't show up in the default structure ("out", "source". "ref"). In addition, the created ones are not deletable (after trying to click the "x" mark, the following screen will pop up. If you have spare time, please have a quick look into this issue. So far I have not encountered any more major issues. Thank you in advance!

Hi Eugene,

Two more potential issues have been encountered:

1. In the "invoice incoming" menu, when I open an existing invoice or create a new invoice, then click on the "Linked payments" tab, the following window prompts up (even when the value is not "null"):

2. In the "Payment outgoing" menu, when I manually create an outgoing payment to a vendor, then click on the "Add invoice(s)" option, a window prompts showing the currently unpaid invoice for that vendor, but when I click "OK" to close that window and return to the Payment outgoing window, no invoice(s) is added at all.

In addition, when I click the "Add" option, the invoice(s) can be manually added one by one, but the sum amount will not reflect each invoice's amount (and as a result the sum amount is 0) and I have to input each invoice's amount manually.

Hopefully you will have time to look into these issues.

Hi Eugene,

Looking forward to your reply for my questions above.

Also, does TBM offer any function to print the Incoming Invoice, or export it to PDF/Excel/Word just like all the optión we can do for the (Outgoing) invoices (to the clients)?

It would be much convenient for the backup purpose in cases the server goes wrong.

I tried your Quick Reports suggestion but the print/export functions would be much better.

Hi Mike,

Thank you very much for the info! We have fixed this today and included in upcoming update 6.1.73!

Mike Nguyen said:

Also, does TBM offer any function to print the Incoming Invoice, or export it to PDF/Excel/Word just like all the optión we can do for the (Outgoing) invoices (to the clients)?

Actually, almost. It was supposed to work, but die to small bug the sequence described below also does not work until you install upcoming 6.1.73. But then, please follow these simple steps:

• Go to reports and create a new custom report:
  
• Put some data from incoming invocie, like this:
  
• Go to invoice list, select invoices, and click Print:
  
• The result containing info of the selected invoices :)

Hi Eugene,

Thank you. Looking forward to the upcoming new version! (which seems not downloadable at the moment)

Hi Eugene,

Could you please check this issue because I doubt that this might be due to my server problem? Thank you!