Add a supplier contact from the Source-to-Pay Workspace
Add supplier contacts so that they can access the Supplier Collaboration Portal and start working on the most important tasks.
Before you begin
Before performing this task, ensure that you do the following:
- Configure self-registration for external users. For more information, see Configure self-registration for external users.
- 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.owner, sn_slm.manager, sn_slm.admin
Note: Users with the sn_slm.owner role can add contacts only for the suppliers that they manage. Users with sn_slm.manager and sn_slm.admin roles can add supplier contacts for any supplier.
Procedure
Navigate to All > Supplier Lifecycle Operations > Source-to-Pay Workspace.
Under Quick Actions, select Manage my suppliers.
Select the legal name of the supplier for which you want to add a supplier contact.
The supplier details page is displayed.
Navigate to the Stakeholders tab, and then select Supplier contacts.
Select Add.
Note: The Add button is visible only after the external user configuration is completed.
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 drop down list, select one of the following options:
- Contact: Supplier contact role is assigned to the selected user.
- Primary: Primary contact role is assigned to the selected user.
- Select Send invites.
Add Supplier contacts dialog box.
A confirmation message stating that an email containing the registration link is sent to the email address is displayed.
What to do next
Register to the Supplier Collaboration Portal as an invited member.
Parent Topic:Manage supplier contacts from the Source-to-Pay Workspace
Related topics
Remove a supplier contact from the Source-to-Pay Workspace
Elevate a contact to the primary contact role from the Source-to-Pay Workspace
Restrict the primary contact role for a contact from the Source-to-Pay Workspace