In Supplier Data Manager (SDM), a Supplier Access is a dedicated portal you create for each supplier so they can upload and manage product data directly into your SDM project. This article explains how to create a new Supplier Access and manage the list of existing ones.
Before you start
- You must have a Supplier Data Manager project set up.
- You must have the appropriate permissions to manage Supplier Access portals in SDM.
Create a Supplier Access in Supplier Data Manager
To create a new Supplier Access portal:
- Open your project in Supplier Data Manager and go to the Supplier Access tab.
- Click Create Supplier Access.
- Fill in the following fields:
- Label — Enter the name for this Supplier Access, typically the supplier company name.
- Owner — Select a team member as the owner. The job appears in the owner's job list when the supplier finishes their assigned steps.
- Notified users — Select team members who receive an email when the supplier starts and finishes their assigned steps.
- Accessible steps — Select the final step you want the supplier to access. All previous steps are automatically included. For example, if you select step 3, the supplier can also access steps 1 and 2.
- Language — Select the language in which the supplier portal is displayed.
- Invite supplier's collaborators (Optional) — Enter one or more email addresses to send an invitation link to the supplier's collaborators.
- Click Create.
Separate multiple collaborator email addresses with a comma, space, semicolon, or line break. The invitation email includes a direct link to the supplier's portal — collaborators do not need an SDM account to access it.
Define a dedicated workflow for suppliers by assigning a normalization step to specify required attributes. Suppliers cannot complete the step until they have provided all required information. Contact your Customer Success Manager for help with this configuration.
The Create Supplier Access form in Supplier Data Manager, showing the Label, Owner, Notified users, Accessible steps, Language, and Invite supplier's collaborators fields.
Manage your Supplier Access list
After creating Supplier Access portals in Supplier Data Manager, the Supplier Access tab shows a list of all portals for the project. Each row displays:
- Label — the name of the Supplier Access
- Recipients — the number of invited collaborators
- Created on — the date the Supplier Access was created
- Last visit — the last time a supplier collaborator accessed the portal
- Responsible — the assigned owner from your team
- Access up to — the last step the supplier can access
The Supplier Access list in Supplier Data Manager, showing the Label, Recipients, Created on, Last visit, Responsible, and Access up to columns.
Actions
For each Supplier Access in the list, you can:
- Edit — Click the row to open the edit page and update any field.
- Copy portal link — Click the copy icon in the row to copy the supplier portal URL to your clipboard.
- Open in new tab — Open the Supplier Access portal directly from SDM to preview what the supplier sees.
- Delete access — Permanently remove the Supplier Access from your project.
The more actions dropdown on a Supplier Access row in Supplier Data Manager, showing the Open in new tab, Edit, and Delete access options.
Deleting a Supplier Access is permanent. Supplier collaborators immediately lose access to the portal.