Organisations that manage internal preferred Supplier Lists can share them with other organisations in VendorPanel - a Unimarket Company if the enterprise setting is enabled. This article explains how to enable list sharing, manage which organisations can apply for access, and how to approve or decline access requests.
Prerequisites
You must be a Super Admin or Panel Administrator for the Supplier List.
Panel sharing must be enabled for your enterprise.
Steps
A. Activating Panel Sharing on a Supplier List
Select Enterprise Supplier Lists under the Admin Tools menu (either in the top menubar or on the homepage on the left-side menu).
Click the blue arrow to the right of the relevant supplier list, and then select the Manage list sharing option.
To enable panel sharing, click the Turn On button.
B. Managing Organisations That Can Apply for Access
Once panel sharing is turned on, you can restrict which organisations can apply for access to your list.
Select the Manage who can apply for access option.
You will see a list of organisations that can potentially apply. Organisations that can apply have the Can Apply status to the right.
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To prevent an organisation from viewing and requesting access, click the Deny button next to their name.
The status will change to Cannot Apply.
To grant visibility and the ability to apply again, click the Allow button.
C. Reviewing and Approving/Declining Panel Share Requests
You must review and approve all list access applications before the applying organisation receives full visibility of the list and its suppliers.
When a request is made, the Super Admin and all Panel Administrators will be notified via email.
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You can follow the link in the email to approve or decline the application, or:
Log into your account and select Approve panel share applications under your To-Do Tasks on the homepage.
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You will see a list of pending sharing applications with four response options:
Approve active: Approves the request, allowing the organisation to activate the panel for use.
Approve inactive: Approves the request, but access to the list is suspended.
Decline: Declines the request but allows the organisation to re-apply in the future.
Decline & block: Declines the request and blocks any future requests from this organisation.
D. Managing Approved Panel Shares
After you approve a request, you can manage the organisation's ongoing access.
Select Enterprise Supplier Lists under the Admin Tools menu (either in the top menubar or on the homepage on the left-side menu).
Click the blue arrow to the right of the relevant supplier list, and then click on the Manage list sharing option.
You will see a list of external organisations approved to use the panel.
Use the suspend button to temporarily suspend their access. Suspending makes the panel invisible to them but does not remove their approval.
Once suspended, you can use the allow button to re-allow access.
Alternatively, you can use the delete approval button to completely remove access, which requires the organisation to apply again in the future.
Results / Validation
After approving a request, the external organisation will have visibility of the list and its suppliers.
When you Deny access, the organisation's status will change to Cannot Apply.
After suspending an approved share, the list will be invisible to the organisation until you allow access again.