👤 This feature is available for the following applications:
Standalone application ❌
Consortium application ✅
🔐 This feature is available for the following user/s:
Administrator ✅
Application Member ✅
Application User with “Review” ability ❌
Application User ❌
🔍 Purpose
This resource will assist customers in inviting and/or sending a linking request to existing suppliers.
This may be helpful for customers who have chosen not to invite their suppliers via a bulk upload, or customers who engage their suppliers through the tool on an ad-hoc basis.
🛠️ Prerequisites
1. Supplier/Organisation profile must be created
2. Supplier/Organisation profile must have at least one primary contact
3. For invitations, email templates must be set up
📝 Step-by-Step Guide
The process for inviting and linking suppliers is the same, but the key difference lies in the email used:
Invitations use your organisation’s custom email template.
Linking uses a default system email and is only available to Consortium customers.
Inviting Suppliers
If you have previously created supplier/organisation profiles but have not yet sent them invitations to register on the application, you can use this feature to send those invitations.
These invitations can be customised using any of the available email templates that have been set up.
Linking with existing suppliers
This feature is only accessible to Consortium customers. You may refer to this article on Linking with Existing Suppliers
If you require the primary contact to be updated, please contact [email protected].
1. Click on your Navigation menu
2. Click on the Organisations module
3. Click on the check box against the supplier/organisation you wish to invite
You can select multiple suppliers/organisation at once by selecting the box on the left-hand side of their name
4. Click the Invite/Link button
5. Click the Groups field
Adding suppliers/organisation to a group is optional and can be skipped if not relevant.
For instructions on how to create a new group, please see Creating a New Group
6. Select the group you wish to add this supplier to
7. Click the Link button
8. Click the Saved Templates field
For further information on Email Templates for inviting suppliers, please see Create an Email Template
9. Select your relevant email template
You may like to send yourself a test email to ensure you are satisfied with the email content and structure
10. To send a test email, click the Test Email button
The test email will be sent to the email address you're logged in with. It mirrors the email the supplier will receive, but will include your name in the content.
11. When you are satisfied with your email content, and ready to invite, click the Link button
✋ Need Help?
You have reached the end of this article.
For assistance, please contact your Customer Success Manager, email [email protected], or click the chat icon in the bottom-right corner for further support.