Vendors

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This document provides information about the Vendors screen in the Management menu, designed to manage and display registered vendors in Domum Remote Access.

Path to access

  1. On Segura, in the navigation bar, hover over the Products menu and select Domum Remote Access.
  2. In the side menu, select Management > Third-party > Vendors.

Actions menu

Item Type Description
Add Button Directs to the Add vendor screen.
Actions Dropdown menu Displays the options: Print report, Export CSV, and Schedule report.

Search fields

Item Type Description
ID Text field Filters vendors by their identification code.
Access policy Text field Filters the access group associated with the vendor.
Vendor Text field Filters the records by the vendor name or contract details.
Contract number Text field Filters vendors by their assigned contract number.
Document ID Text field Filters by the corporate tax number of the vendor.
Start date Date picker Specifies the start date of the vendor's contract for filtering.
Due date Date picker Specifies the expiration date of the vendor's contract for filtering.
Status Dropdown menu Filters vendors by their status. The options are: Enable or Disable. Clear the field to enable the All option.

Report fields

  • ID.
  • Access policy.
  • Vendor.
  • Contract number.
  • Document ID.
  • Start date.
  • Due date.
  • Status.
  • Actions:
    • Edit: open the Edit vendor screen.
    • New batch access: opens the New batch access.
    • Panic button: executes immediate defensive actions during incidents.
    • Disable: disable the registration, on the confirmation screen, click Yes to confirm the action.
    • Dashboard: directs to the Vendors dashboard screen.
Info

By default, the report displays 30 records per screen. To go to the next screen, click the forward buttons at the end of the report.

Add/Edit vendor screens

This section provides information about the Add vendor and Edit vendor screens, which share the same fields.

Registration tab

Item Type Required Description
Vendor* Text field Yes Defines the vendor's name.
Limited access group* Dropdown menu Yes Select the access group.
Contract Number Text field No Enter the vendor's contract.
Document ID Text field No Enter the vendor's CNPJ.
Start date* Date picker Yes Selects the contract's start date and time.
Due date Date picker No Selects the contract's expiration date and time.
Photo Upload field No Selects an image for the vendor.
Status* Radio button Yes Select the vendor's activation status. The options are: Enable or Disable.
Automatically grant access on full user provisioning Radio button No Select whether to enable automatic full-user access. The options are: Default, Yes, or No.

Limited users tab

Item Type Required Description
Add / Remove selected Button No Add or remove the selected users.
Limited users table Table No The fields are: Name, Mobile phone, and Domain.
Name Text field No Filters by the user's name.
Mobile phone Text field No Filters by the user's phone number.
Email Text field No Filters by the user's email.

Full users tab

Item Type Required Description
Add / Remove selected Button No Add or remove the selected users.
Full users table Table No The fields are: ID, Name, Username, Email, and Department.
ID Text field No Filters by the user identification code.
Name Text field No Filters by the user's name.
Username Text field No Filters by the Segura username.
Email Text field No Filters by the user's email address.
Department Text field No Filters by the user's department.

Location tab

Item Type Required Description
Allowed locations Checkbox No Filters and restricts access for all supplier-related users to specified locations.
Location table Table No The fields are: Country and Region.
Country Dropdown menu No Selects the country where access will be permitted.
Region Dropdown menu No Select the region within the country where access will be permitted.
Attention

The location accuracy is 80%. To have a higher accuracy, make sure to always have Segura updated to the latest version.

Review tab

Use the Review tab to check all the information entered in the previous tabs.