To make use of this feature you will need Supplier Portal Member Licences or Supplier Portal Login Licences.
Selected Suppliers can be granted access to the Supplier Portal by:
- Creating a Portal Account for the Supplier
- Adding one or more Supplier Contacts to the Portal Account
- Assigning an External Licence to each Supplier Contact
- Linking the Supplier record to the Portal Account
Create a Portal Account
To create Portal Accounts, you need to have a System Administrator Licence and have requested Atamis Support to activate the Supplier Portal.
From the Portal Accounts tab click New, enter the Name of the Supplier (this does not need to match the supplier record exactly) plus any other details, then click Save. [Note that one Portal Account can be used for more than one supplier, for example if the Suppliers are all part of the same company group and you wish all Supplier Contacts to have access to all of the Supplier records.]
Next click Manage External Account and click Enable As Partner or Enable As Customer depending on your configuration. Note that the term ‘Customer’ here is generic to the Salesforce platform and for users of Atamis 3.0 the term Customer will always relate to Suppliers.
Add Supplier Contacts
From the Portal Account Detail Page, click New Portal Contact and enter the name of the Contact and their Email address plus any other details you wish to record. Repeat this step if there are multiple Supplier Contacts requiring access.
Assign Licences to Contacts
When you have added a Contact, click Enable Customer User.
From the New User page, you can set the Supplier Contact’s Username and login details:
| 1 | The Username will default to the email address of the Contact. It must be unique across the entire Salesforce user community, so if already taken, you will need to choose a different Username. |
| 2 | Select Customer Community Login from User License list and Customer Community User from the Profile picklist. |
| 3 | If you do not want the Contact to have immediate access, scroll to the bottom of the page uncheck and click Save. |
| 4 | After you have created the user, from the User Page, in the Permission Set Assignments, click Edit Assignments, enable the Permission Set called Supplier for Community and click Save. |
To return to the Contact page, click on the Contact link on the User page:
Once the Contact has been assigned a licenced user account, from the Contact page you are able to return to the User Account page, Disable the User Account or Log in to Community as User, by clicking on the buttons available at the top of the page, like in the example below:
Link the Supplier to the Portal Account
Finally, you need to link the Portal Account you have created to the appropriate Supplier record.
1 From the Supplier Detail Page, edit the Portal Account field to pick the Portal Account and click Save.
Only when this final step has been completed will the Supplier Contact be able to view any data when they log into the Supplier Portal. [If you were to assign the same Portal Account to a second supplier record (for example in the same company group structure) then the Contact would be able to see two supplier records when they log in.]
The access rights that suppliers have in the Supplier Portal will depend on your configuration but may include:
- View/update selected fields on the Supplier Detail Page
- View/update selected fields on Contracts that the Supplier has been awarded
- View/update Contract KPIs that have an open KPI Completion Window
- A sample of a Supplier Contact’s view of the Supplier Portal is given below.
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