Choose which Supplier Intelligence credentials users can see in Contracts

  • Updated

Use this article to control which Supplier Intelligence (SI) credential types your users see on contracts. It is for Admins in Contracts Lite and Advanced Contract Management. Showing only the credentials your organisation needs keeps contract screens relevant to your users.

Prerequisites

  • You have the Admin role. 
  • Your organisation uses Contracts Lite or Advanced Contract Management.

Steps

  1. Go to Settings ▸ Vendor ▸ SI Credentials.
    The list of credential types available to your organisation appears.
  2. Review the list. It includes givvable ESG indicators and any custom credentials your organisation has created.
  3. Click Show for the credential types you want users to see.
  4. Click Hide for the credential types you want to hide.
supplier-intelligence-settings.gif

Results

To confirm the change worked:

  1. Open a contract that has a supplier with SI credentials.
  2. Select the Contract Summary or Vendor tab.
  3. Check that only the credential types you selected appear.

What’s next / Related

Troubleshooting

  1. A credential type is missing from the list. Only credential types that your organisation is entitled to appear. For custom credentials, see Manage Custom Supplier Intelligence Credentials.
  2. Users say credentials are missing. Check that the credential type is set to Show (see step 3). If it is, the supplier may not hold that credential.

Limits & notes

  • Users only see credential types that are both entitled to your organisation and selected here.
  • Hiding a credential type changes what users see.