Each supplier profile is managed by a Profile Admin. The Profile Admin has responsibility to complete the information on the profile and submit it for approval.
In this article you will learn:
How to determine whether the profile is being managed by the Supplier or Internally by the customer
How to determine who the Profile Admin user is
What is a Profile Admin?
A Profile Admin is the individual user who is primarily responsible for completing and maintaining the Supplier Profile.
By default, Canopy defines two different Profile Admins: Supplier and Internal.
Typically across Canopy, the Profile Admin will be someone at the supplier.
However, in some cases it may be necessary for the Supplier Profile to be managed by someone who is internal to the customer.
How to determine whether the profile is being managed by the Supplier or Internally by the customer
There are two ways to determine which Profile Admin has been selected for the supplier, as follows:
- On the Supplier List, the Profile Admin column will indicate which Profile Admin has been selected
- On the Request Form or Internal Data tab, the Profile Admin will be indicated by the relevant question in the Onboarding Settings section
How to determine who the Profile Admin user is
If the profile is being managed by the supplier:
- The Profile Admin user will be the user(s) listed under Supplier Admin Users on the Supplier Profile
- You can find the Supplier Admin Accounts by selecting a supplier, selecting Supplier Data, selecting the Contact Information & Account tab, and navigating to the Supplier Admin Accounts section
If the profile is being managed internally by the customer:
- The Profile Admin user will be the Business Owner
- You can find the Primary Business Owner by selecting a supplier, selecting Supplier Data, selecting the Internal Data tab, and navigating to the Business Owners section.
- The Business Owner is indicated by the person icon
'Supplier' Profile Admins
When the Profile Admin is set to Supplier, it means a supplier user will be responsible for completing the submitting the Supplier Profile.
When a supplier is requested for the first time, if the Profile Admin is set to Supplier, the supplier user in question is the email address written in the Contact Email Address field on the Request Form. This can be changed once the supplier has been invited.
The supplier user will also be listed as a Supplier Admin on the Supplier Profile.
By default, Canopy assumes the supplier will take responsibility for managing their profile, with the Profile Admin set to 'Supplier'.
NB. this configuration setting may have been changed on your instance of Canopy.
'Internal' Profile Admins
When the Profile Admin is set to Internal, it means a user who is internal to the customer will be responsible for completing and submitting the Supplier Profile.
When a supplier is requested for the first time, if the Profile Admin is set to Internal, the internal user in question will be the Requestor. This can be changed once the supplier has been invited.
The internal user who holds the Profile Admin role will also be the Business Owner. This can be viewed and changed on the Supplier Profile.