Overview
Supplier teammates can be Owners or work within assigned buyer relationships. Keep relationship responsibility and access aligned so each person can handle the customers they maintain.
Invite a teammate
- Open Home and the team section.
- Enter the teammate's name and sign-in email.
- Complete the invitation and have the teammate join that supplier account.
- Review the invitation status and assigned buyer relationships.
Edit roles and access
- Open Edit roles for the teammate.
- Review their Owner setting and selected buyer relationships.
- Apply the changes offered by the dialog; this supplier-role dialog saves changes as you go.
- Check the resulting access before closing.
Understand the restrictions
Only an authorized Owner can change Owner access. At least one Owner must remain. Non-Owner teammates can grant access only within the buyer relationships they are allowed to manage.
A teammate's maintained relationship can have locked access. Transfer responsibility using the buyer relationship's reassignment action before removing the access that its maintainer needs.
When someone changes roles
Review both customer ownership and line access. Assigning a new relationship manager and adding another person as a collaborator are different changes. Check unfinished orders and conversations as part of the handover.
If a teammate cannot see an order
Confirm the supplier account and buyer relationship first. Check active filters and relationship access before assuming the order was deleted.