This article guides Super Admins and Panel Administrators on how to enable the automated process that removes inactive supplier accounts from internal Supplier Lists. This process helps keep supplier data clean by identifying and removing accounts where the Vendor Admin hasn't logged in for over 12 months.
Prerequisites
You must be a Super Admin or Panel Administrator.
The process must be enabled for each internal Supplier List you wish to clean.
How the Inactive Supplier Removal Process Works
This automated process works to identify and remove abandoned Supplier accounts without impacting any associated response data. The process runs automatically on Marketplace lists but must be manually enabled on internal Supplier Lists.
Once enabled, inactive Vendor Admins (those who haven't logged in for over 12 months) are contacted over a three-month period to encourage re-engagement:
An initial email is sent to Vendor Admins who haven't logged in for over 12 months, asking them to log in and update their profile.
One month later, Vendor Admins that still haven't logged in are sent a second email, notifying them of the clean-up process and asking them to simply log in to retain their account. Colleagues are also notified and advised to arrange a transfer of the Administrator account if necessary.
Another month later, a final warning is sent, clearly communicating that if they fail to log in or arrange a transfer, the account will be removed in 21 days.
Suppliers are given three months to re-engage by logging in. Those who fail to do so are removed from the platform.
Steps to Enable the Process
Select Enterprise Supplier Lists under the Admin Tools menu (found in the top menubar or on the homepage's left-side menu).
Click on the blue arrow to the right of the relevant supplier list.
Click on the Edit this list option.
Select the Settings & Options step.
Locate the Supplier Configuration section.
For the option 'Enable the automatic removal of suppliers that have not logged in for 12 months?', choose Yes - Enabled.
Select Save and Continue at the bottom of the page.
On the List Complete tab, select Finish to save your changes.
Repeat this process for all internal Supplier Lists that require this feature enabled.
Limits & Notes
The removal process does not impact Supplier response data; this remains connected to the RFx.
Troubleshooting
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Issue: I don't see the Enterprise Supplier Lists option.
Fix: Ensure your account has the Super Admin or Panel Administrator role. If you still can't find it, contact your Enterprise Administrator.