To allow Suppliers to register themselves onto your organisation's Supplier List(s), you'll generate a unique self-invitation link. This is useful when you want to make it easy for new suppliers to join a list.
Prerequisites
You must have the Super Admin or Panel Administrator role.
Supplier self-registration must be Enabled for your organisation. By default, this is turned off; contact your Account Manager or Support Team to activate this functionality.
Steps
-
Navigate to Enterprise Supplier Lists.
Select Admin Tools -> Enterprise Supplier Lists (This menu is available in the top menu bar or on the left-side of the homepage).
-
Edit the relevant Supplier List.
Click the three vertical dots to the right of the Supplier List you want to generate the link for, and then click Edit this list.
-
Enable the self-invitation setting.
Select the Settings & Options step. Under the Supplier Configuration section, choose Yes - Enabled for the setting 'Enable suppliers to 'self-invite' themselves to this via a generic link?'.
-
Copy the link.
Copy the generated self-invitation link.
Results / Validation
The self-invitation link is now ready to be shared.
What's Next / Related
The copied link can be shared by sending it directly to a supplier or by placing it on a web page for your suppliers to access.
Limits & Notes
This process must be completed for each specific Supplier List you want to enable self-registration for.