Who is this article for?

Users who need to manage Supplier Portal invitations in the Invitation Tab.

Manager Role

Once you have invited a Supplier User to the Supplier Portal, you can track their invitation to see if they have accepted it within the Invitations Tab of the Users and Users Invitation Report.

1. Locating a Supplier Portal invitation

To locate a Supplier Portal Invitation, navigate to the Users via the following:

1. Settings
2. Users

Note: You will only see the Settings button if you have the correct Role access. Ensure that you contact your site admin if you do not have the access to complete this task.

2. Finding your Supplier Portal invitation

Here’s how to find and manage your Supplier Portal invitation:

1. Open the Invitation tab.

2. Review the list of Internal and Supplier Portal invitations.

3. Locate the Supplier Portal invitation you need by:

   • Using the Search Name field, or

   • Using the navigation arrows to move through the list.

4. Click the blue User Name text to open the User Invitation page.

5. Check the Status column:

   • Invitations not yet accepted are marked as Pending.

6. Note that invitations expire after 7 days.

7. If an invitation has expired, manually resend it from within the invitation.

Important: The Invitations within the Invitations tab will never say Expired. Therefore, the User Invitation Report can be used to filter between those Pending but in date Invitations and those Pending but expired Invitations.

3. Removing a Supplier Portal User invitation

Here’s how to remove a Supplier Portal User Invitation:

1. Open the Supplier Portal User Invitation page.

2. Scroll to the bottom of the page.

3. Click Remove Invitation.

4. When the confirmation pop-up appears, review the message.

5. Click Yes to confirm.

6. The Supplier Portal User Invitation is removed.

4. Resending a Supplier Portal User invitation

You can also resend the Supplier Portal User Invitation by clicking the Resend Invitation at the bottom of the page. A new Email Invitation will be automatically sent to the Supplier Portal User. This new Invitation will expire within 7 days.

Note: You will only receive a confirmation pop up when Removing the Invitation. When the Resend button is clicked, the screen simply loads and brings you back out the Invitation list.