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Set Up a Supplier User to be a Responder to SQM Questionnaires

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edited Nov 1, 2019 1:04AM in Supplier Qualification Management 10 comments

Summary

This post illustrates how to set up a supplier user to respond to supplier qualification questionnaires.

Content

Supplier users can respond to supplier qualification questionnaires from Supplier Portal. By default, if the supplier users have Supplier Sales Representative role, they can access questionnaires from Supplier Portal. If you want to restrict what tasks in the supplier portal the supplier contact can access, you can create a customized role that allows supplier users access only to the questionnaires.

This is what supplier responders can see with the default Supplier Sales Representative role, as in the screenshot below:

If you do not want the responder to have access to other tasks such as negotiations, purchase orders or agreements, you can create a customized Supplier Sales Representative role, remove the functional securities while keep the ones for supplier qualification questionnaires.

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