This article provides step-by-step instructions on how Super Admins, Local Group Administrators, and Panel Administrators can control which Supplier Lists (Internal and External) are accessible by a specific Local Group's members (Buyers).
Prerequisites
To perform this task, you must have one of the following roles: Super Admin, Local Group Administrator, or Panel Administrator.
Steps for Local Group Administrators
Super Admins and Local Group Administrators can manage access by navigating through the Local Group settings.
Select Local Groups and Users under the Admin Tools menu (either in the top menubar or on the homepage on the left-side menu).
Click on the three vertical dots to the right of the relevant local group, and then click on the Manage Supplier List access option.
Select and deselect the internal Supplier lists that Buyers in that local group can access, then click Update to save.
Optional for External Lists: If your enterprise has access to external Supplier lists, select to switch to External Lists to view and edit the external Supplier lists (lists owned and managed by other organisations) that this Local Group can access.
Make your selections for External Lists and click Update to save your changes.
Steps for Panel Administrators
Panel Administrators and Super Admins have two methods to manage Supplier List access for Local Groups: Assign which Supplier Lists a Local Group has access to or Assign which Local Groups can access a Supplier List.
Method 1: Assign Supplier Lists to a Local Group
Select Manage Supplier List access under the Admin Tools menu (either in the top menubar or on the homepage on the left-side menu).
Click on the name of the Local Group that you would like to manage Supplier access for.
You will be presented with a list of Supplier lists. To change access, check/uncheck the relevant Supplier lists and click Update to apply changes.
Optional for External Lists: If your enterprise has access to external Supplier lists, click on the blue External Lists link in the yellow box to switch to the External List view.
To change access, check/uncheck the relevant External Supplier lists and click Update to apply changes.
Method 2: Assign Local Groups to a Supplier List
Select either Enterprise Supplier Lists or External Supplier Lists (both appear in either the top menubar or on the homepage on the left-side menu) depending on the Supplier List you're granting access to.
For Enterprise Supplier Lists: Click the three vertical dots to the right of the relevant list and select Manage local group access within the pop-up box.
For External Supplier Lists: Click the Group Access link to the right of the relevant list.
In the access screen, select or deselect the local groups who can access that specific Supplier list.
Click the Update button to apply your changes.
Results / Validation
After clicking Update, the changes are saved immediately. Buyers within the Local Group will now only be able to see the Supplier Lists you have selected.