Managing access to your Supplier Portal is vital to ensure smooth operations and enhanced collaboration. As a supplier on Everspring's platform, you have the power to add, view, and remove users from your account. In this article, we will provide a step-by-step guide on how to add users to your Supplier Portal:
Step 1: Accessing User Management
To begin, navigate to your account settings on Everspring's platform and find the "Users" section. Here, you will be able to see all current users associated with your account.
Step 2: Adding a New User
To add a new user, click on the "Add User" button located in the top right corner of the "Users" section.
Step 3: Providing User Details
In the "Add User" form, fill in the required details for the new user:
First Name: Enter the first name of the new user.
Middle Name (Optional): If applicable, include the middle name of the new user.
Last Name: Input the last name of the new user.
Email Address: Provide the email address of the new user. This email will be used for their account access.
Step 4: Assigning User Role
Next, select the role for the new user. You have two options to choose from:
Administrator: If you assign the "Administrator" role, the user will have full access to the Supplier Portal, including all functionalities and settings.
Order Processor: If you assign the "Order Processor" role, the user will have limited access, primarily focused on viewing and processing orders.
Step 5: Saving and Email Confirmation
Once you have filled in all the necessary information and selected the role, click "Save." The new user will then receive an email containing a link to create a password for their account.
Important Note
Please advise the new user to click on the password creation link only on the device they intend to use for accessing the portal. Clicking the link on a device where they are already logged in may cause the link to not work correctly.
Step 6: Managing Users
Back in the "Users" section, you can view all the added users and their respective roles. If necessary, you also have the option to remove users from the Supplier Portal.