How to Manage (Resend/Remove) Supplier Portal Invitations
Once you have invited a Supplier User to the Supplier Portal, you can track their invitation to see if they have accepted it within the Invitations Tab of the Users and Users Invitation Report. If the invitation has expired, you can simply remove the invitation or resend the invitation. Expand each section for further explanation.
Manage Supplier Invitations via the Invitation Tab
To locate a Supplier Portal Invitation, navigate to the Users via the 'Settings>Users' buttons.
Note: You will only see the 'Settings' button if you have the correct Role access. Ensure that you contact your site admin if you do not have the access to complete this task.
Image: Navigating to Users via the 'Settings>User' Buttons
The Invitation tab will contain all Internal and Supplier Portal Invitations. You will need to locate the Supplier Portal Invitation from this list. You can use the 'Search Name' field or use the Navigation Arrows to move easily through the list. Once you have located your Supplier User Invitation, click the blue text User Name to access the User Invitation page.
Supplier Portal User Invitations that have not yet been accepted will be noted as 'Pending' within the Status column of the Invitation tab. Invitations expire after 7 days. Therefore if the invitation is expired, you must manually resend it within the Invitation itself.
Important to Remember:
The Invitations within the Invitations tab will never say 'Expired'. Therefore, the User Invitation Report can be used to filter between those 'Pending' but in date Invitations and those 'Pending' but expired Invitations.
Image: Locating the Supplier Portal User Invitation, Access Supplier Portal User Invitation via User Name
To remove the Supplier Portal User Invitation, simply click the 'Remove Invitation' at the bottom of the page. A confirmation pop-up will appear, asking you to confirm the Supplier Portal User Invitation removal. Once you click 'Yes', the User Invitation will be removed.
Image: Invitation Accessed with Removal Button
Image: Confirmation Screen for Removal
OR
To resend the Supplier Portal User Invitation, simply click the 'Resend Invitation' at the bottom of the page. A new Email Invitation will be automatically sent to the Supplier Portal User. This new Invitation will expire within 7 days.
Note: You will only receive a confirmation pop up when 'Removing' the Invitation. When the 'Resend' button is clicked, the screen simply loads and brings you back out the Invitation list.
Image: Invitation Accessed with Resend Button
Manage Supplier Invitations via the Users Invitation Report
The User Invitations Report in the Supply Chain Management module, allows to you filter through all the User Invitations sent and whether there a still Pending, Accepted or Expired. Using the filters at the top of the Report, you can filter to just see the Supplier Portal User Invitations. From here you can quickly access the Expired Invitations and Resend or Remove the Invitation.
Image: Navigating to the 'User Invitation' Report via 'Supplier Management>Supply Chain Management' Buttons, Clicking the 'Reports' Tab
Within the User Invitation Report filters can be used can filter for specific information, including:
- Solution: Select Supplier Portal
- View: Select Expired
Image: Filter selected for the Solution, showing all Supplier Portal User Invitations
Once you have applied the Supplier Portal and Expired filters, using your mouse, right click on the 'Supplier Link'. This will open the Expired Invitation in a new browser tab. Doing this will allow you to move back and forth between the Invitation browser tabs and the Report browser tab. If you use your mouse and left click on the 'Supplier Link', this will bring you to the Expired Invitation in the same browser tab. Therefore losing the filters you placed an on the Report.
Image: Expired Filter Selected
To remove the Supplier Portal User Invitation, simply click the 'Remove Invitation' at the bottom of the page. A confirmation pop-up will appear, asking you to confirm the Supplier Portal User Invitation removal. Once you click 'Yes', the User Invitation will be removed.
Image: Expired Invitation Accessed with Removal Button
Image: Confirmation Screen for Removal
OR
To resend the Supplier Portal User Invitation, simply click the 'Resend Invitation' at the bottom of the page. A new Email Invitation will be automatically sent to the Supplier Portal User. This new Invitation will expire within 7 days.
Note: You will only receive a confirmation pop up when 'Removing' the Invitation. When the 'Resend' button is clicked, the screen simply loads and brings you back out the Invitation list.
Image: Expired Invitation Accessed with Resend Button
