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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Contact Roles on Supplier Portal

Steps: Set Up Contact Roles on Supplier Portal

Set up the Supplier Portal.
You can create and assign roles for supplier contacts to audit and manage their access to Supplier Portal tasks. You can also configure separate security domains for individual tasks in the Supplier Portal and assign specific supplier contacts to each task. This reduces potential fraudulent updates to your supplier data.
  1. Create a role for the supplier contact.
  2. Create a constrained security group, and select the role you created from the
    Assignable Role
     prompt.
  3. Access the
    Create Security Policy for Domain
     task.
    1. Create a security policy for each of these tasks that you want to secure separate from the parent domain:
      • Create Alternate Name.
      • Create Classifications.
      • Create Contact Information.
      • Create Settlement Bank Account.
    2. From the
      For Domain
       field, select from these domains to configure supplier contact access to the corresponding tasks:
      • Process: Supplier Portal Alternate Name
      • Process: Supplier Portal Classifications
      • Process: Supplier Portal Contact Information
      • Process: Supplier Portal Settlement Bank Account
    3. From the
      Security Groups
       prompt in the
      Report/Task Permissions
       grid, select the role-based security group you created and add it to the corresponding security policy.
    Security:
    Security Configuration
     domain in the System functional area.
  4. From the related actions menu of the supplier, select
    Roles
    Assign Roles
    .
    Assign a role to the supplier contact.