Elevate a contact to the primary contact role from the Supplier Collaboration Portal

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Elevate a contact to the primary contact role to enable them to access and manage all the contacts and tasks in the Supplier Collaboration Portal.

    Antes de Iniciar

    Role required: sn_slm.contact or sn_slm.admin

    Por Que e Quando Desempenhar Esta Tarefa

    The Elevate access option is available only to the primary supplier contact and the supplier administrator.

    Procedimento

    1. Navigate to the Supplier Collaboration Portal home page by accessing your instance URL and adding a /supplier suffix.
      For example, https://example.com/supplier.
    2. In the Contacts widget, select a contact to open the contact's profile page.
    3. Select Elevate access.Selected button for elevating access.
      The Elevate access dialog box is displayed.
    4. In the Comments field, enter the reason why you want to make this contact the primary contact.
    5. Select Submit.

    Resultado

    The Primary contact column is set to true for this contact on the Vendor Contacts page, and the contact is elevated to the primary contact role.