OVERVIEW

Because they are a cross-base account with the property living in the CBRE base account, Rockpoint/Rockhill (RH) can not add vendors using their @rockhillmanagement.com accounts. We have created a workaround where they log in using an account in the CBRE base account.

This task is completed by whomever is configuring and supporting the RH property.

Requirements:

• A dedicated email address configured by RH. This is currently being set up by Larry Monteaux. These email addresses should be forwarding to a RH user for password reset. 

HOW TO

Initial Account Setup

1. When creating the RH user accounts do not select the Vendor Management checkbox.
   
2. Log into admin@cbre.com base account and navigate to the RH property
3. On the Teams tab Add New Team Member
   
4. Create new user with the name "Vendor Admin" and the email address provided to you by RH. Grant Vendor Management access only. Save.
   
5. Click the account name and open the configuration modal. Unclick all default permissions leaving only "Property Management" and “Vendor Management.”
   

Usage by RH

1. All vendors and vendor users must be added, configured, or deleted using the vendor login account. It is to be shared among all users. Initial password is: temp
2. All other Vendor actions like adding/editing Certificates of Insurance, adding vendors to Service Requests/Preventive Maintenance orders, or adding Contracts can be done inside the user's main RH account once the vendor has been created.
3. Vendors are not shared among RH properties inside WorkSpace. Each property has their own unique vendor list.

FAQ

Why is this necessary? Why can't RH just add vendors on their own base?

• Because the Vendors module is tied into accounting on the CBRE base account and therefore vendors must live inside that base.

Do they hate this solution?

• We haven't had any major complaints about it. The alternatives were much worse (including not using Vendors at all).