👤 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 article explains how to manually send an invitation to a specific supplier user within the platform. This ensures that the intended supplier user receives access to the system and can proceed with completing their required actions.
🛠️ Prerequisites
Before manually sending an invite, ensure the following:
You have Admin or Application Member access to the platform.
The supplier profile has been created, is available in the system, and is linked to your company.
📝 Step-by-Step Guide
1. Click on the Navigation Menu
2. Locate the Organisations module
Scroll down and use the search bar to type in the organisation or supplier name.
Click on the organisation name to enter its profile.
3. Inside the organisation profile, navigate to the Users tab. Click the green plus icon located on the right-hand side.
4. Fill in the required user details:
Name
Email
Optionally, choose an email invitation template to be sent to the new contact.
Scroll down and click Invite Users to complete the process.
📝 Important Notes
Ensure that email addresses are correctly formatted to avoid invite failure.
Choose the most relevant email template based on your communication tone or message.
You can return to the Users tab to view the status of sent invitations.
✋ 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.