Supplier Portal Users
People at your suppliers and carriers who sign in to the supplier portal: invited by email, held to their own records, with a second step where you require one. People at customers are invited from CRM.
Where to find it
- Module: Supply Chain
- Group: Sourcing
- Section: Supplier Portal
- Screen: Supplier Portal Users
Address in the console: /scm/portal-users
List · 9 columns · 9 fields on its form · 3 of them required · 5 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Text | email | |
| Name | Text | full_name |
| For a | Status | kind |
| Supplier or carrier | Text | party_name |
| Status | Status | status |
| Second step required | Yes or no | mfa_required |
| Authenticator set up | Yes or no | mfa_enrolled |
| Last sign-in | Date | last_login_at |
| Invitation expires | Date | invite_expires_at |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Works for a required | Choice | supplier, carrier | |
| Supplier | Choice | Looked up from existing records | |
| Carrier | Choice | Looked up from existing records | |
| Email required | Email address | The invitation goes here. The link works for seven days. | |
| Name required | Text | ||
| Phone | Text | ||
| Job title | Text | ||
| Require a second step | Yes or no | An authenticator code at every sign-in. Cloud deployments require it of everybody anyway. | |
| Notes | Long text |
What you can do here
Invite again
Asks for confirmation: Send a new invitation? Any earlier link stops working and any session they have ends.
Disable
Asks for confirmation: Disable this person? They are signed out now and cannot sign in again until enabled.
Enable
Reset authenticator
Asks for confirmation: Forget their authenticator? They set up a new one at their next sign-in.
What they did
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.