N.B. For Sourcing/eProcurement sites with Self Supplier Registration enabled. Please refer to the announcement on your site which will state if the site has Self Supplier Registration enabled.

TABLE OF CONTENTS

• Pending Supplier Account Requests
• Pending User Account Requests
• History
• Locked Accounts

Key Users that have the appropriate permission will oversee managing user accounts. This can be actioned by:

• Navigating to Contacts > Account Requests
• Clicking on either:
  • Pending user account request(s) to process
  • Pending supplier user account request(s) awaiting verification

Pending Supplier Account Requests

Supplier organisations will be self-managing user account requests connected to their accounts, and will be able to invite colleagues to their organisation.

Key Users can also oversee and action (if needed) when suppliers have registered new accounts that have been matched to an existing organisation. Under the header Pending Supplier Account Requests, a Key User can:

• View the details that the user has provided and cross-check against the Provisional Supplier Organisation
• Approve - this will accept the user account request to the organisation shown, and send a new password link to the user.
• Reject  - this will reject the user account request, and send an email to the requester informing them the request has been rejected.
• Notify Primary User - this will trigger an email to the primary contact at the supplier organisation to remind them they have a new user account request to action

More information on how suppliers on what suppliers can do can be found below:

• How Suppliers can invite colleagues
• How Suppliers approve or reject colleagues user account requests
• How new suppliers can register new accounts

Pending User Account Requests

Key Users that have the appropriate permission will oversee managing user accounts for the following scenarios:

• If they have selected themselves as a client organisation
  •  If they are in-fact meant to be a supplier organisation, you can change the Organisation type to supplier & contact user role to Interested Provider.
• If the supplier user account request matches multiple organisations - so the software can't best place them.

N.B. If you do not wish for users to request client accounts on the portal, please contact support@panacea-software.com to switch this off.

For the above scenarios, the Key Users will receive a notification to let them know there are pending user accounts. 

To process:

• Click +Create and either:
  • New Organisation
    • You'll first add the organisation, and then you'll be prompted to add the contact
    • If the user incorrectly identified themselves as Client, you'll either need to change the organisation type to supplier and user role to interested provider (they will need to provide unique sourcing details) or delete the request and notify them to select the Supplier type
  • Under Add user to existing organisation select the relevant organisation to assign it to and then click Create User
    • If the system has identified it as potentially belonging to more that one organisation, you'll be able to see the details the supplier provided at the top, and potential suppliers on the right-hand side labelled as duplicate.

History

Key Users will also be able to see a history of the above user account Requests.

Locked Accounts

More information on dealing with locked accounts can be found here.