👤 This feature is available for the following applications:
Standalone application ✅
Consortium application ✅
🔐 This feature is available for the following user/s:
Administrator ✅
Application Member ✅
Application User with “Review” ability ❌
Application User ❌
🔍 Purpose
This guide aims to provide step-by-step instructions on adding a single Supplier organisation to your application and sending an invitation. It covers everything from creating a new organisation and completing the required fields to sending the invitation email and selecting the appropriate form templates.
🛠️ Prerequisites
We recommend that organisations create email templates and 🚧 form templates before uploading organisations and/or users. This ensures that both templates will be available in the corresponding dropdown menus during the organisation setup process.
📝 Step-by-Step Guide
(a) How to Add a Single Organisation and Send an Invitation
Upon login, locate the Dashboard. Select the new MSA Dashboard.
Navigate to the Inherent Risk tab, scroll down below and click ADD SUPPLIERS
Click ADD RECORD to add a single entry and tick the ADVANCED button to display additional fields and settings.
Clicking on the ADVANCED button reveals additional settings for your entry.
These settings include:Annual Spend: Allows you to track the total spend for each supplier (OPTIONAL).
Contacts: Enables the inclusion of contact information.
Select to add in an existing Group: Lets you categorise the record under a pre-existing group.
In this case, we will enable the "Include contacts" option.
This will automatically add the following columns to your record:
First Name
Last Name
Email
Business Identifiers can also be added for international Supplier organisations, e.g., New Zealand Business Number (NZBN)To maximise engagement and response rates, please ensure you have the most up-to-date Supplier contact details before uploading.
If you do not have a specific Supplier contact name, please enter Valued Supplier in the First Name field, and a comma or full stop in the Last Name field, as these fields are mandatory. This will ensure the invitation email is addressed correctly using the mail tags.
Please note that using generic names may result in a lower level of engagement, as the email will not be directed to a specific Supplier contact.
Once all required fields are completed and no errors are displayed in the "Errors" column, the IMPORT button will be automatically enabled. Simply click IMPORT to proceed with adding the supplier's record.
Go to the Supplier Engagement tab, scroll down to search for the recently added supplier. Tick the box next to their name and send an invite to the supplier. A form will be created and added to the supplier's organisation profile at this stage.
A new window will open to confirm the Link request invitation you are sending. You have the option to test the email first, which will be sent to your logged-in account. Once you’ve reviewed the email, proceed by clicking SEND INVITES to finalise and send the invitation.
✋ Need Help?
You have reached the end of this article.
For assistance, please contact your Customer Success Manager, email support@informed365.com, or click the chat icon in the bottom-right corner for further support.