Restrict the primary contact role for a contact from the Source-to-Pay Workspace

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Remove the primary contact role for a contact to prevent them from accessing all the contacts and tasks in the Supplier Collaboration Portal.

    Before you begin

    Role required: sn_slm.owner

    Note:
    • The sn_slm.owner role can restrict access only for the contacts of the suppliers they own.
    • This functionality is not available in Xanadu December 2024 release.

    Procedure

    1. Navigate to All > Supplier Lifecycle Operations > Source-to-Pay Workspace.
    2. Under My suppliers, select the legal name of the supplier.
      The supplier details page is displayed.
    3. On the About tab, under Supplier Contacts, select the supplier contact that has the Admin label next to their name.
      Note:
      Each supplier must have at least one primary contact. You cannot restrict access for a primary contact if that contact is the only primary contact for the supplier.
    4. Select Restrict access.
      The Primary contact column is set to false for this contact on the new table page, and the contact no longer has the primary contact role.