› User administration › Create users › Create supplier users

Create supplier users

Supplier users can be invited to use the portal.

To do so, complete the following steps.

  1. In the Worklist, select Administration > Users.
  2. Click New supplier.
  3. In the Personal data pane, enter the mandatory data. Make sure to use the user name and password conventions.
  4. Select the role that you want to assign to the new user. For details about the different supplier user roles, see Supplier user roles.

    • SupplierUser

    • SupplierAdmin

  5. In the Vendors pane, click Add and enter the vendor number or use the search help to search for a vendor in the system.
  6. Click Save.
  7. If you want the user to interact with the documents related to only one specific company code, in the Business unit pane, click Add and select the corresponding company code.
  8. If the user should receive email notifications for specific actions, in the Notifications pane, select the Enabled option and configure the notifications, as required. For more information, see Enable email notifications for document-related actions.
  9. Optional. By default, supplier users inherit the authorizations from the vendor to which they are assigned. To reduce these authorizations, complete the followings substeps.
    1. Click Authorization and clear the check boxes of the document types to which the user should not have access. Then, click Next step.
    2. Clear the check boxes of the activities that the user should not be allowed to perform. Then, click OK.
  10. Click Save.

    The default Worklist is assigned to the new supplier user. An email notification is sent to the email address you entered, with an initial password.