This article explains the process a Vendor Admin (Supplier) follows to manage which Categories or Buying Organisations a Colleague on their list can service. Understanding this process can help Buyers and Administrators when addressing supplier-side questions about tender access.
Supplier's Process for Vendor Admins
The instructions below detail how Vendor Admins manage the service scope for the Colleagues on the lists they manage:
The Vendor Admin selects either Supplier lists you manage or Edit supplier list colleagues from the Admin Tools menu (either in the top menu bar or on the homepage's left-side menu).
They click Manage under the Your Colleagues column, next to the list they wish to update.
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On the left side of the page, they locate the Colleague's name and click the blue filtering link next to it.
Note: If the 'filtering' option is not available, the Vendor Admin is not able to manage buyer groups or categories on this list.
In the pop-up bubble that appears, they click on either the Buyer group filtering or the RFx category filtering link.
They then select which Categories and/or Buyer Groups they want their Colleague to be able to receive requests from and respond to by ticking and unticking the options on the left side of the page.
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They have the option to lock the selections so the Colleague cannot change them by checking the Yes - Locked option.
If the selections are NOT locked, the Colleague will be able to manage their own Categories and/or Buyer Groups within their own accounts.
Finally, they click Update at the bottom of the page to save their changes.
Impact
The selections made by the Vendor Admin directly impact the potential tenders/requests the Colleague has access to in their account, ensuring they only see opportunities related to the approved Categories or Buying Organisations.
What's Next / Related
For information to provide to a Supplier, link to the same article in the VendorPanel - a Unimarket Company Supplier's Help Centre: Manage Colleague Category and Buyer Group Filters.