How to Remove a Supplier Portal User and Invitation
There may be certain situations where you may need to remove a Supplier Portal User and Invitation. For example, a Supplier Portal User has left the Company, the wrong Supplier Portal User was invited to the Supplier Portal or you no longer have a relationship with the Supplier and must remove the Supplier Portal Users.
Below are the steps that must be carried out in order to Remove a Supplier Portal User. Expand each step below for further explanation.
To remove a Supplier Portal User and Supplier Portal User Invitation, you must navigate to the User 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
Note: It is important to remove the Supplier Portal User first, as the if the Supplier Contact is Contact Associated with a Supplier Portal User, you will receive an error message when editing the Supplier page, to inform you that the Supplier Contact cannot be removed as it is linked to a Supplier Portal User.
Image: Error in the Supplier Page
The Users tab will contain all Internal Users and Supplier Portal Users. You will need to locate the Supplier Portal User from this list. You can use the 'Search Name' field or use the Navigation Arrows to move easily through the pages.
Image: Locating the Supplier Portal User
Once you have located your Supplier Portal User, click on the name of the Supplier Portal User you wish to remove to access the Supplier Portal User page. The Supplier Portal User name will be in blue text, which indicates a link.
Image: Access Supplier Portal User via User Name
To remove the Supplier Portal User, simply click the 'Remove User' button at the bottom of the page. A confirmation pop-up will appear, asking you to confirm the Supplier Portal User removal. Once you click 'Yes', the Supplier Portal User will be removed. The Supplier Portal User will no longer be able to log in to the Supplier Portal.
Image: Supplier Portal User Page with Removal Button
Image: Confirmation Screen for Removal
The Invitations tab will contain all Internal User Invitations and Supplier Portal User Invitations. You will need to locate the Supplier Portal User Invitation from this list. You can use the 'Search Name' field or use the Navigation Arrows to move easily through the pages.
Image: Locating the Supplier Portal User Invitation
Once you have located your Supplier User Invitation, click on the name of the Supplier Portal User Invitation you wish to remove. The Supplier Portal User Invitation name will be in blue text, which indicates a link.
Image: Access Supplier Portal User Invitation via User Name
To remove the Supplier Portal User Invitation, simply click the 'Remove Invitation' button 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 Supplier Portal User Invitation will be removed.
Image: Supplier User Invitation Page with Removal Button
Image: Confirmation Screen for Removal
Next Steps:
Now that you have removed the Supplier Portal User and Invitation, you may wish to:
1. Remove the Supplier Contact that was Contact Associated with Supplier Portal User
For further details on the step above, see the article below:
Important to Remember!
- If an Email Address or 24 Hour Contact have been added to a Supplier Contact and Alerts have been built within your site to include the option of email or SMS, the system will automatically pull the contact details from here, meaning that your Supplier will receive an Alert if an Email Address or 24 Hour Contact are present.
- Therefore, if you have removed the Supplier Portal User and you no longer wish for a Supplier to receive Alerts, ensure to move the Email Address and 24 Hour Contact details into the 'Notes' open text field within the Supplier page. This allows you to keep the details without having the Alerts sent to your Supplier. You may have chosen to complete Assessments on behalf of your Supplier, and not use the Supplier Portal, therefore it is important to set up the Supplier Contacts correctly, to prevent confusing your Suppliers with Alerts they won't understand.