Participant Summary
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 ...
How do I delete a supplier in the Supplier Onboarding module?
What's the issue you're facing? I would like to delete a supplier from my Onboarding platform. How do I do this? Solution To delete a supplier from your Onboarding platform you can do this in one of 2 ways. Method 1 Click into the supplier name and ...
How to invite a new supplier to your Onboarding Event
What is the issue you're facing? I would like to add a new supplier to my Onboarding event. How can I do this? Solution In order to add a new supplier to your Onboarding event you can do so in the following way: Log into your account and click on ...
Can I create a custom view on the Participant Summary page?
What is the issue you're facing? I would like to be able to save my filters on the Participant Summary page in Supplier Onboarding so I can have different custom views. Is there a way to do this? Solution On the Participant Summary page in Supplier ...
How do I export data from Supplier Onboarding?
What is the issue you're facing? I want to export data from my Supplier Onboarding event, how do I do this? Solution Participant Summary Data To download the Participant summary which will include all of the information you see for all suppliers on ...
SIM Dojo: How to invite a new supplier
Please follow the below steps on how to invite a new supplier to your SIM Dojo / Supplier Onboarding questionnaires: 1) Click on the 'Participant Summary' tab: 2) Then click on the 'Add New Participant' button: 3) This will then bring up a pop up ...