Add Connect Intro
How to Add a new Connect to your SupplyOn account.
If your company already has a SupplyOn account, your Administrator can accept a new service connection request and add it to your company's existing account.
The connect request can be for using a new service with an existing customer, or to connect with a new customer that wants to start using SupplyOn with your company.
User Admin Guide (replace with 564)
All the information about the administrator role is available in our User Administration Guidelines.
Add Connect Steps (replace with 540)
This is the process to add a connection to your account:
- Invitation E-Mail
- When your company is rolled out for a new service or for a new customer, your Administrator is notified by email.
- Login to SupplyOn
- The Administrator accesses SupplyOn via Login, opens the 'Administration' menu and clicks on the section 'Contract and Invoice'.
- Confirm the new service
- The new connection request appears listed in 'My Tasks' inbox. Once the request ist accepted, SupplyOn sends a confirmation e-mail to the requestor and to the Administrator.
- Use the new service
- The Administrator can create more users or assign the new service roles to existing ones.
Assign Permissions Intro (fix)
How to Assign Permissions to Users
Only users with Company Administration rights can create new users and assign or remove user permissions.
Do you know who is your Company Administrator? Learn how to find out here.
Assign Permissions Simple Mode Steps (Fix)
Company Administrators can assign new user permissions in a few steps:
- Login to SupplyOn
- Select the menu 'Administration' and click on the item 'Users and contacts'.
- Change user data
- Select the user and click on the 'Edit' button to change the user data.
- Assign permissions
- Scroll down to 'Areas of responsibility' and select the relevant checkbox to assign the corresponding permissions. Click on 'More information' for details.
- Finalize
- Click on 'Save and close'.
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