WorldVia PRO - Create a New Supplier Rep User

Supplier Rep users have a very limited view of WorldVia PRO. This user type is for suppliers who need access to edit parts of their companies’ supplier listings. Administrator users can create new Supplier Rep users.

1. Go to the Manage Users page on the admin side of WorldVia PRO.
2. Click the + icon at the top right corner of the screen to create a new user.
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3. Add the following required fields on the account page for the new user.
   • First Name
   • Last Name
   • Account Email
   • (optional) Contact Email - if entered, this is what will display on the supplier listing when a user is tagged as a contact
   • Account Status = Active
   • Permission Role = Supplier Rep
   • Linked Supplier
     1. Multiple suppliers can be linked to one user. This is the field that grants Supplier Reps access to see their supplier listings.
4. Note that some empty fields have a red border on them. These are required fields for member user permission roles but should be left empty for employee admins and supplier reps. These fields include GEM Status, Membership Plan, Hubspot ID, FreshDesk ID, Trams Agent Name, and Trams Profile ID.
5. Click Create at the top right.
6. You’re done! Supplier Rep users can now go to https://worldvia.pro/pro-network to sign in. They can set their password by clicking the Forgot Password button.
   • As an admin, you can also send them a password reset email by clicking on the Admin tab in the top navigation, then clicking Send Password Reset Email.

Supplier Rep users have limited access to their Supplier Listings.