Suppliers
Weitere Optionen
Under "Administration → Suppliers" you find all suppliers, regardless of the selected management system.
For the menu item to be available, one needs to have a Supplier Risk Management license and be assigned the role Expert in SRM.
SRM Experts find an overview of all suppliers on this page with their code, name, country, state (active or deactivated) and optionally their expiration date.
Create/edit suppliers
Suppliers can be created and their basic data recorded here. Other than the code and name, this also includes details on their address and general contact.
Special fields:
| Expiration date | A date can be entered from here, after which the supplier is no longer able to respond to or view assessments. The date can be modified at any time. |
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| Deactivated | This switch is visible as soon as the supplier is created. A deactivated supplier is no longer able to respond to or view assessments. Any of the supplier's users are informed of this. |
Create/edit supplier users
Supplier users for the individual suppliers can be created/edited here.
This is an editable grid, in which the plus button creates a new line. It is therefore possible to click directly into a cell of the grid and enter/edit its content.
For every user, record first name, last name and e-mail address. The e-mail address is a mandatory field, as it also serves as the username for the user's login. Users that have already logged in once using the welcome link (sent automatically when creating the user) and created their password are marked as "verified" in the overview.
Important: Supplier users can only be created if a company name has been entered in "Administration → Global Settings".
Special fields:
| Administrator | A supplier user can be made into a supplier administrator with a checkmark here (not for the entire application). This user (multiples possible) then has the possibility to create and edit users themselves in their own supplier portal. The checkmark can be removed as well. |
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| Deactivated | A deactivated supplier user is no longer able to respond to or view assessments. A supplier user can be deactivated or reactivated at any time. They are informed of this via e-mail. |
| Button: Resend welcome mail | Upon creation every supplier user receives a welcome mail, through which they can log in for the first time and create their password. From this moment on, their login works. The link for the initial login is valid for 48 hours and can be resent if the user has not logged in within that timeframe. Resending the welcome mail also resets the password and any 2-factor-authentication. |
| Button: Delete user | A supplier user can be deleted with this button. They can then no longer log in and are not able to respond to or view assessments. They are informed of this via e-mail. |
Suppliers as interview partners
If the option "Supplier evaluation" is activated under Risk management → Settings, then
Lieferantenportal
Lieferanten, die ihr Passwort vergessen haben, können dieses hier auch zurücksetzen. Eine etwaige 2-Faktor-Authentifizierung wird damit auch zurückgesetzt.
In diesem Portal sehen Lieferantenbenutzer die ihnen zugewiesenen Überprüfungen und haben auch die Möglichkeit, ihre 2-Faktor-Authentifizierung zu verwalten. Mehr zur 2-Faktor-Authentifizierung finden Sie hier. Administratoren sehen zusätzlich auch den Reiter "Benutzerverwaltung", in dem sie weitere Benutzer anlegen und die bestehenden bearbeiten können.
Badges bei den Ordnern zeigen, wie viele Überprüfungen in welchem Status auf Bearbeitung warten. In der Übersicht sind diese auch fett hervorgehoben. Überfällige Überprüfungen, deren Beantwortungsfrist also abgelaufen ist, sind ebenfalls mit einem Badge besonders hervorgehoben.
Lieferantenbenutzer können die Überprüfungen hier einsehen, beantworten und wieder an den Risikomanager retournieren.
