Invite a member to access the Supplier Collaboration Portal

Washington DC Source-to-Pay Operations

Release

washingtondc

ft:locale

en-US

ft:publication_title

Washington DC Source-to-Pay Operations

ft:clusterId

stpop

bundleId

stpop

workflow

Creator

Invite a member to access the Supplier Collaboration Portal

Release version: Washingtondc

Updated February 1, 2024

1 minute to read

Invite supplier contacts to access the Supplier Collaboration Portal so that they can raise requests and start working on their assigned tasks.

Before you begin

Before performing this task, ensure that you do the following:

Configure self-registration for external users. For more information, seeConfigure self-registration for external users.
Map the external user registration configuration to the Supplier Collaboration Portal. For more information, see Map the self-registration configuration to Supplier Collaboration Portal.
Configure the sn_supplier.external_registration_profile_id system property to ensure that registration emails are sent to external users. For more information, see Configure system property to send registration emails to external users.

Role required: sn_slm.contact

About this task

The Invite option in the Contacts widget is available only to the primary supplier contact and the supplier administrator. Only the primary supplier contact and the supplier administrator can invite new members to access the Supplier Collaboration Portal. For more information about setting a user as the primary contact, see Set a user as the primary contact.

Procedure

Navigate to the Supplier Collaboration Portal home page by accessing your instance URL and adding a /supplier suffix.
For example, https://example.com/supplier.
In the My contacts widget, select Invite.
The Invite contacts dialog box is displayed.
In the Contact emails field, enter the email address of the contact that you want to invite.

You can invite more than one contact by entering multiple email addresses separated by a comma.
Select Add.
From the Role list next to each email address, select one of the following options:
- Contact: Manages assigned files
- Primary: Manages all contacts and files
Select Send invites.
A registration email is sent to the email addresses.

What to do next

The invited member receives an email with the registration link to the Supplier Collaboration Portal. For more information, see Register to the Supplier Collaboration Portal as an invited member.