› User administration › Create users › Create supplier users

Create supplier users

Complete the following steps to enable supplier users to use the portal.

  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, 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 receive the authorizations from the vendor to which they are assigned to. To reduce these authorizations, complete the followings steps.
    1. Click Authorization and clear the checkboxes of the document types the user should not have access to. Then, click Next step.
    2. Clear the checkboxes of the activities that the user should not perform. Then, click OK.
  10. Click Save.

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