How do I view my list of suppliers in Supplier Onboarding?

How do I view my list of suppliers in Supplier Onboarding?

What is the issue you're facing?

I would like to see a list of suppliers that I have invited to Supplier Onboarding. How can I do this?

Solution

To view a list of your supplier in Supplier Onboarding you will need to log into the Market Dojo portal and then:
  1. Navigate to the Onboarding Module. 

  1. Click on the Participant Summary tab.

  1. You'll then be able to see all of the suppliers that you have invited within this view. 
    1. Note that if you don't see any suppliers listed or do not see all of the suppliers you are expecting to see it it likely that you do not have the relevant permissions assigned.  To rectify this you would need to speak to the superhost of your account or someone with equivalent access to amend Onboarding Permissions. 


    • Related Articles

    • How do I delete a contact from a supplier's Contact List in Supplier Onboarding?

      What's the issue you're facing? I need to delete a contact from a suppliers contact list. How do I do this? Solution In order to remove a supplier contact from a supplier profile in Onboarding, please follow the below steps: 1. First navigate to the ...

    • I accidentally deleted a supplier in Supplier Onboarding. Can I undo this?

      What's the issue you're facing? I accidenally deleted a supplier in the Supplier Onboarding module. Is there a way that I can restore them? Solution So long as you did not empty the recycle bin, then yes you can restore the supplier. To do so ...

    • What do the settings for 'Additional List View Fields' mean?

      What is the issue you're facing? I would like to know what the Additional List View settings are for within the Onboarding Settings Solution The Additional List View Fields settings cover the following: Invited Date When selected, the date on which ...

    • Getting started with Supplier Onboarding

      What's the issue you're facing? I have purchased the Supplier Onboarding module and need to set this up but am not sure where to start. What should I do? Solution The below articles should help you understand and navigate setting up your Supplier ...

    • How do I see the history of a supplier in Supplier Onboarding?

      What is the issue you're facing? I would like to be able to see the history of what has happened with one of my suppliers in Onboarding (SIM), how can I do this? Solution Log into your Market Dojo platform & go to "Onboarding". Navigate to the ...