Suppliers managing Buyer Groups and Categories a Colleague can service

  • Updated

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For the Supplier Lists they manage, Vendor Admins can manage which particular Categories or Buying Organisations a Colleague can service. This would impact the potential tenders/requests the Colleague would have access to in their account.

To provide this information to a Supplier, please use this link to the same article in the VendorPanel Supplier's Help Centre: https://vendorpanelsuppliers.zendesk.com/hc/en-us/articles/4405103762329-Managing-Buyer-Groups-and-Categories-a-Colleague-can-service

They'll only be able to do this for Supplier Lists that allow Suppliers to manage their own categories or filter which Buyer Groups they service, as set by the Super Admin or Panel Administrators.

The instructions below detail how Suppliers can manage this for the Colleagues on the lists they manage:

  1. They will need to select either the Supplier lists you manage or Edit supplier list colleagues options under the Admin Tools menu (either in the top menubar or on the homepage on the left-side menu).

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  2. Next, they need to click Manage under the 'Your Colleagues' column to the right of the list they want to invite or remove Colleagues against.

    'Supplier Lists you manage' page:
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    'Edit supplier list colleagues' page:
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  3. On the left side of the page, they will see a list of Colleagues that are registered on the Supplier list. They can click on the blue filtering link next to their preferred Colleague, and within the pop-up bubble that appears, they can click on either the Buyer group filtering or the RFx category filtering link that appears.

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    If the 'filtering' option is not available, then the Vendor Admin is not able to manage buyer groups or categories on this list.

  4. They will then be able to select which Categories and/or Buyer Groups they want their Colleague to be able to receive requests from and respond to by ticking and unticking the options on the left side of the page. 

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  5. They'll also have the option to lock the selections so the Colleague cannot change them by checking the Yes - Locked option in the yellow box on the right-hand side of the page.

    If they are NOT locked then Colleagues will be able to manage their own Categories and/or Buyer Groups within their own accounts.

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  6. Once they have made their changes they'll need to click the Update at the bottom of the page to finalise their changes.