Are you wanting to manage Third Party Vendors in Incident IQ for Facilities or Technology? Depending on the level of access needed, it is a simple process!

Note: The following steps are all dependent on how your district would like to function vendor accessibility and their exposure to Incident IQ.

If you want them to have login access:

1. Create vendors in iiQ (two ways) it is recommended to put Vendors in the guest role and give said vendor(s) a higher subset of permissions.
   • Local Creation
     • Some districts create ONE central vendor login, and others create a login for each individual vendor. This is district preference.
   • SSO Creation
2. Create Teams (two ways) Team creations can be used for assigning permissions OR routing rules if the vendor(s) are expected to work tickets in iiQ.
   • Manually inside of iiQ
   • Group to Team Mapping through the SSO (recommended if creating vendors through SSO Creation)
3. Assign Permissions
   • Assign permissions to said vendors individually or to a team
   • See our Defined Permissions community documentation to make sure the user/team has the correct permissions

Helpful Notes:

• If your district is created locally, the vendor will be logging in locally, not through the SSO option. (see below)

• If your district is not wanting them to log in and they vendor(s) just need email updates, then follow step 1 (local creation) option and put them in the Guest Role with no additional permissions