Vendor Assignment

Assigning vendors to specific users or organizations in Osano makes it easier to manage responsibilities and focus efforts. Vendor assignment is an optional feature that allows users to focus their efforts on a specific subset of all the vendors on their account. This optional feature lets users filter and view only their assigned vendors or see all managed vendors.

Assigning a Vendor to a User or Organization

1. Pick Your Vendor:

   • Navigate to one of your managed vendors by going to "Vendor Privacy Risk" > "Vendor", then head to the Settings tab.

2. Assign Users:

   • Click the purple “+” icon.

   • Choose whether to assign the vendor to an organization or a user.

3. Select and Save:

   • Find the organization or user from the list. (Note: if you chose "organization", all users in that organization will be assigned to this vendor.)

   • Click "Save" to confirm the assignment.

4. Need to Remove an Assignment?

   • Just click the trash can icon next to the assigned name to remove it.

Bulk Assignment

1. Select Your Vendors:

   • In your vendor inventory, check the boxes next to the vendors you want to assign. To select all, click the checkbox in the header row.

2. Assign to an Organization:

   • Click the organization icon and search for the relevant organizations.

   • Once selected, click "Save" to finalize the assignment.

3. Assign to Users:

   • Click the user icon and search for the desired user names.

   • After selecting the users, click "Save."

Viewing Assigned Vendors

• To filter and view only the vendors assigned to you, toggle the "Assigned to Me" option in the vendor filter menu.

And that's it! Assigning vendors helps streamline management and keeps everyone focused on their responsibilities.