Supplier Actions
Overview
This document will guide you (the supplier) through the management of users on your Coupa Supplier Portal (CSP) account.
Note: Only the Primary Contact (Administrator) user can make these changes
Actions
This page will guide you through how to:
Invite a new user
- Login to Coupa
- Navigate to the Setup screen
- Click on Invite User
- The next screen, is where you can set the permissions and rights for the new user.
Permissions grant access for users to corresponding menu items. As an admin user, you have all the permissions by default.
You can manage user permissions and customer access by assigning certain users to only certain customers and by limiting what types of documents they can access and what functions they can perform with their assigned customers.
Permissions Description All Gives full access to all Coupa Supplier Portal(CSP) functions, except user administration Admin Has full access to all CSP functions, including user administration. Non-admin users can still view the Users tab of the Admin page and invite users, but they
cannot edit existing users. The permissions on the invitation cannot exceed the permissions of the user creating the invitation.Orders Allows viewing and managing purchase orders (POs) received from customers.
When selected, All is on by default.Restricted Access to Orders Allows accessing specific POs (assigned to specific users). This permission is off by default. All Allows viewing and managing all POs received from customers. When Orders is selected, it is on by default. Invoices Allows creating and sending invoices to customers. Catalogues Allows creating and managing customer-specific electronic catalogues. Profiles Allows modifying customer-specific profiles.
Note: All users,regardless of permissions, can edit the public profile.ASNs Allows creating and sending advance ship notices (ASNs) to customers. Service/Time Sheets Allows creating and submitting service/time sheets against POs.When selected,
All is on by default.Restricted Access to
Service/Time SheetsAllows accessing specific service/time sheets (assigned to specific users).The
permission is off by default.All Allows creating and submitting any service/time sheets against POs.When Service/Time Sheets is selected, it is on by default. Payments Allows viewing payments and downloading digital checks Order Changes Allows submitting PO change requests. Pay Me Now Available only if your customers use Coupa Pay and enable the feature related to this permission. Business Performance Allows viewing business performance information, for example, order, invoice and delivery trends. Sourcing Allows viewing public sourcing events. - Once you have selected the permissions click on ‘Send Invitation’ and this will invite the new user
Manage user permissions
- Login to Coupa
- Navigate to the Setup screen
- This will bring up the Admin users screen, Click Edit on the user you would like to amend
Note: You cannot change a users email address. To change a user email you would need to deactivate the old email and send an invite to the new email (see Invite new user section above) - You will then be able to amend the permissions for this user; for permission descriptions refer to the table above in the Invite new user section
Reactivate a user
- Login to Coupa
- Navigate to the Setup screen
- This will bring up the Admin users screen, Click Activate User on the user you would like to reactivate. This will send an email to the user.
