This article guides the relevant Administrator (Super Admin or Local Group Administrator) on how to approve or decline a new Buyer registration that is pending approval. Administrators are notified via email when a new Buyer requires approval.
Prerequisites
Role: Super Admin, Local Group Administrator, or Local Group Manager (if they invited the Buyer).
The Local Group must have Buyer Registration Approvals enabled.
Steps to Approve or Decline a New Buyer
On the homepage, look under Critical Tasks in the left-side menu and click the New users to approve link.
You will see the list of new registrations requiring approval.
To approve a registration, click on the Approve link on the right of the entry.
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To decline a registration, click Decline.
You will then be asked to provide a reason for declining the registration.
The reason can include instructions on what changes the Buyer needs to make before approval (e.g., change to a corporate email address).
If you do not want the Buyer to re-register, tick the box next to the comment field to permanently delete their account.
Results / Validation
Approved: The Buyer gains access to the system, including supplier lists and the ability to create requests.
Declined (Account Not Deleted): The Buyer receives an email and will see the decline message when they log in, allowing them to make the required changes.
Declined (Account Deleted): The Buyer receives an email informing them of the reasons why they cannot re-register.