ITAM / Vendors

Employee Portal

Let team members see which tools their department uses. Notion for Engineering, read-only, without giving them edit access.

Real-world scenario

Carlos Reyes · IT Admin at Bluewave Labs

Sophie Park asks which SaaS tools Engineering officially supports. Carlos points her to Employee Portal → Vendors where she sees Notion, GitHub, and Figma, but not HR-only vendors assigned to other teams.

Before you begin

  • Employee account at Bluewave Labs
  • Membership in at least one team with assigned vendors

Overview

The employee portal vendor view is read-only. Employees and managers browse vendors assigned to their teams, check subscription summaries, and download invoices when permitted, they cannot add, edit, or delete vendors. Carlos and Maya manage records in ITAM → Vendor Management.

How to view vendors

  1. 1

    Open Employee Portal → Vendors

    From the main nav, go to Employee Portal and select Vendors. You see a read-only list.

  2. 2

    Browse team-scoped vendors

    Only vendors assigned to your teams appear. Engineering sees Notion; Finance-only vendors stay hidden.

  3. 3

    Open a vendor for details

    View App Info, subscriptions, and invoices. You cannot edit anything from here.

  4. 4

    Request changes from IT

    If a vendor is missing or details are wrong, contact Maya or Carlos, they update records in ITAM.

Team-scoped visibility

Vendors appear only when assigned to at least one of your teams. If Sophie moves from Engineering to Product, her vendor list updates after Carlos changes team assignment on each vendor record.

Empty list?

If you see no vendors, you may not belong to a team with assigned vendors, or none exist yet. Ask Maya or Carlos to confirm your team membership and vendor assignments.

Example view

Sophie Park. Engineering team

  • Visible: Notion, GitHub, Figma, Slack
  • Hidden: BambooHR (People Ops team only)
  • Can do: View details, see subscription end dates
  • Cannot do: Edit vendor, add subscription, upload invoice

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