FOR SUPPLIERS: How to Manage Supplier's Users (add, delete, change,etc).
Step 1 - go to SETUP
(from here, you can click on and edit any existing users including disabling them - to add users, continue)
Step 2 - Click Invite if you are inviting
Step 6 - What kind of permissions do you wish to give this user (this is very important - think about what this individual may be doing).
Step 7 - If you have multiple customers, here's where you manage which of YOUR customers the new user can work with. NFI must be selected.
Step 8 - You must hit Send Invitation
Related Articles
NFI's Supplier Onboarding Process
NFI's Strategic Sourcing team employs an extensive supplier vetting process through our Coupa Source-to-Pay system, ensuring a failproof onboarding experience that includes comprehensive background checks for critical suppliers and the identification ...
Requisition with more than 1 supplier
Please download the PDF instructions below.
FOR SUPPLIERS: Catalog Management in Coupa
Creating a Catalog in Coupa 1. Login to your Coupa Supplier Portal account 2. Click "Catalogs" 3. Click "Create" 4. Update the name of the catalog 5. Select both the start and end date for the catalog 6. Click " Create" in the "Items Included in ...
FOR SUPPLIERS: How to Add Additional Users to the CSP
1. Login to the Coupa Supplier Portal: https://supplier.coupahost.com/home 2. Click "Setup" 3. Click "Invite User 4. Fill in the following information for the user you are trying to add. 5. Select all of the appropriate roles and permissions 6. Click ...
FOR SUPPLIERS: Coupa Supplier Portal Help
FOR SUPPLIERS: Coupa Supplier Portal Help Get help here: https://supplier.coupa.com/help/