Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

There are 2 two primary users.

VendorsVendor users can

  • Register and Find Clients at their location(s).

  • Add Client Assessments/Surveys, Notes, and Services.

  • Add Mandated Data Check-Ins and Deactivations.

  • Add Non-Client Based Services.

Lead Agency user can

  • Program Oversight (Vendor Read-Only permissions) of all vendors in projects they are approvers for with access to view all clients and their , assessments/surveys, and services.

  • Invoice Approvals, Denials, Mark for Corrections, and some Lead Agency Paymentsand view of their project invoices and vendor spending.