Creating assessment vendors

Select Administrator > Set Up > Screening.

On the Assessment Vendors tab, click Create.

Specify this information:

Effective Date: Required. Specify the effective date for the vendor.
Assessment Vendor: Required. Specify the name of the vendor, as it is displayed on the assessment vendor list.
Description: Specify a description for the vendor. If left blank, the vendor name defaults.
Active: The vendor is active by default. Clear the check box to make the vendor inactive. Inactive vendors are not displayed on select lists.
Provider ID Label: Specify the vendor ID Label that is appended to all communications with the vendor.
Provider ID: Specify the provider ID that is provided by the vendor.
Client ID Label: Specify the client label that uniquely identifies your organization to the assessment vendor. The vendor provides the label to the organization.
Client ID: Specify the client ID provided to you by the vendor. This is your unique account ID.
User Name: Specify the full name of the end user in the client organization who can interact with the vendor to provide missing assessment package data that may be needed.
Email Address: Specify the email address of the end user in the client organization who can interact with the vendor to provide missing assessment package data that may be needed.
User ID: Specify the User ID that is used to sign in to the vendor system. This information is provided by the vendor.
User Password: Specify the password that is used to sign in to the vendor system. This information is provided by the vendor.
URL: This is the vendor URL used for integration.
Project Key: Specify the project key provided to you by the vendor.

Click Save.