Changing the Profile Admin – Canopy

The Profile Admin will be automatically selected by the system, but may be changed at any time.

You may flip the Profile Admin from Supplier to Internal and vice versa.

You may also change which user takes the role of Profile Admin.

In this article you will learn how to:

Flip the Profile Admin from Supplier/Internal

Change the Supplier Profile Admin user

If the Profile Admin is set to Supplier, then the relevant supplier user will have permission to edit the Supplier Profile.

Only Admin users (internal to the customer) and supplier users themselves may change who the Supplier Profile Admin is.

If the Profile Admin is set to Internal, then the Business Owners of the supplier become the Internal Profile Admins.

Only Admin users can flip a Supplier Record from being managed by the supplier to being managed internally, and vice versa. To do this:

Select a supplier
On the Supplier Profile, select the Supplier Data dashboard
Select the Internal Data tab on the left hand side
Navigate to the Onboarding Settings section. The Profile Admin field indicates which party is currently responsible for managing the Supplier Profile.
To change the Profile Admin, select the Submitted view on the left, and click the pencil icon .
A pop-up will appear confirming the email address of the user who will become the new Profile Admin, and asking you to confirm the reason for the change. If the wrong email address is displayed, make sure to add them as a Business Owner (if flipping to Internal) or a Supplier Admin Account (if flipping to Supplier).
Complete the information and click Convert to Internal/Supplier. The Profile Admin has now been changed.