Elevate a contact to the primary contact role from the Supplier Collaboration Portal

Elevate a contact to the primary contact role to enable them to access and manage all the contacts and tasks in the Supplier Collaboration Portal.

Before you begin

Role required: sn_slm.contact or sn_slm.admin

About this task

The Elevate access option is available only to the primary supplier contact and the supplier administrator.

Procedure

1. Navigate to the Supplier Collaboration Portal home page by accessing your instance URL and adding a /supplier suffix.

   For example, https://example.com/supplier.

2. In the Contacts widget, select a contact to open the contact's profile page.

3. Select Elevate access.

   The Elevate access dialog box is displayed.

4. In the Comments field, enter the reason why you want to make this contact the primary contact.

5. Select Submit.

Result

The Primary contact column is set to true for this contact on the Vendor Contacts page, and the contact is elevated to the primary contact role.

Parent Topic:Managing supplier contacts from the Supplier Collaboration Portal

Related topics

Managing supplier contacts from the Supplier Collaboration Portal

Restrict the primary contact role for a contact from the Supplier Collaboration Portal

Reassign tasks to a different contact from the Supplier Collaboration Portal

Update the supplier contact email from the Supplier Collaboration Portal

Remove a supplier contact from the Supplier Collaboration Portal