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Add Connect Steps (fix)

This is the process to add a connection to your account:

  1. Invitation E-Mail
    1. When your company is rolled out for a new service or for a new customer, your Company Administrator is notified by email. 
  2. Login to SupplyOn
    1. The Company Administrator accesses SupplyOn via Login, opens the 'Administration' menu and clicks on the section 'Contract and Invoice'.
  3. Confirm the new service
    1. The new connection request appears listed in 'My Tasks' inbox. Select the request and click 'Confirm Connect'.
  4. Ready to use
    1. Once the connect is confirmed, SupplyOn sends a confirmation e-mail to the requestor and to the Company Administrator.

 

Assign Permissions Simple Mode Steps (Fix)

Company Administrators can assign new user permissions in a few steps:

  1. Login to SupplyOn
    1. Select the menu 'Administration' and click on the item 'Users and contacts'.
  2. Change user data
    1. Select the user and click on the 'Edit' button to change the user data.
  3. Assign permissions
    1. Scroll down to 'Areas of responsibility' and select the relevant checkbox to assign the corresponding permissions. Click on 'More information' for details.
  4. Finalize
    1. Click on 'Save and close'.

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