When a supplier is not registered through Smart Materials Portal, you can send an invitation to the supplier for completing missing information in the Portal.
-
Click the Companies task on the dashboard or select Companies from the Tasks list.
-
Click Portal Access
.
A window opens, displaying all companies that are not registered through the Portal.
-
Ticked Invited check box indicates that the company is already invited.
-
Ticked Valid Email check box indicates that a valid email address is specified which matches the selected communication type.
-
Ticked Primary Contact indicates that a primary contact person is specified for this company.
-
-
In the first column, select the check box for all companies to be invited.
-
Select a communication type from the list or use the default type.
-
The invitation email will be sent to the address defined for the selected communication type.
-
If no primary contact is defined, one of the invited users will be marked as primary contact.
-
-
Click Invite Suppliers.
The suppliers receive an email with a link to connect and credentials to login to the Portal.