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XTRF Home Portal Configuration menu

Sensitive Clients & Trusted Vendors

In this tab, you can configure the Sensitive Clients and Trusted Vendors lists.

Important

To manage sensitive clients and trusted vendors, Home Portal users need to have the appropriate rights (Sensitive Clients & Trusted Vendors) assigned to their user group in the Configuration.png Configuration menu > User Management > User Groups and Rights. By default, those rights are given to the Administrators, Management, and Project Managers groups.

Sensitive_Clients___Trusted_Vendors.png

In the Select Sensitive Clients section, you can:

  • add new clients to the sensitive clients list by clicking on the dropdown.

  • remove clients from the list by clicking the closegray.png icon next to the client’s name.

In the Select Trusted Vendors section, you can:

  • add new vendors to the trusted vendors list by clicking on the dropdown.

  • remove vendors from the list by clicking the closegray.png icon next to the vendor’s name.

For details, see the Use the Restricted Vendor Pool feature guide.