How do I add another contact to an existing supplier?
What is the issue you're facing?
I would like to add a new contact to one of my suppliers. How do I do this?
Solution
To add a new contact please follow the below steps:
1) Go onto the Supplier where you wish to add a new contact.
2) Click on the tab which says 'Contact List':
3) Once this page loads, click on the button which says 'Add New Contact':
4) This will then bring a pop up box up where you can fill in their email address, decide their communication and what access they have:
5) Once you have completed this, click 'Submit' and this will send them an invite email.
Related Articles
How do I edit a contact?
Issue you are facing I want to edit a contact on one of my suppliers, how can I do this? Solution Once an address has been invited as a contact to your Supplier Onboarding event it is not then possible to amend the email address of that contact. You ...
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 ...
Supplier Onboarding Event Configuration Checklist
Before finalising your SIM Dojo onboarding process and inviting suppliers, we recommend checking that you’ve done the following: Essential: Mapped out your current onboarding process and considered whether this could be optimised / improved Top tip: ...
How do I make an Approval in Supplier Onboarding?
What is the issue you're facing? I need to make an approval in Supplier Onboarding. How can I do this? Solution Please follow the below steps on how to make an approval on SIM: Firstly sign into Market Dojo, then go to Onboarding and then go onto ...
How do I add a new document to a supplier?
Issue you are facing I am trying to add a new document to a supplier. How can I do this? Solution In order to add a new document to a supplier within your Onboarding event you would need to follow the below process. 1. Navigate to the supplier record ...