Elevate a contact to the primary contact role from the Source-to-Pay Workspace

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • Elevate a contact to the primary contact role to enable them to access and manage all the contacts and tasks in the Supplier Collaboration Portal.

    Avant de commencer

    Role required: sn_slm.owner, sn_slm.manager, sn_slm.admin

    Remarque :
    • Users with the sn_slm.owner role can elevate access only for the contacts of the suppliers that they manage. Users with sn_slm.manager and sn_slm.admin roles can elevate access for any supplier.
    • This functionality isn’t available in Xanadu December 2024 release.

    Procédure

    1. Navigate to All > Supplier Lifecycle Operations > Source-to-Pay Workspace.
    2. Under Quick Actions, select Manage my suppliers.
    3. Select the legal name of the supplier.
    4. On the supplier details page, select the Stakeholders tab.
    5. Select Supplier contacts.
    6. Select the supplier contact.
    7. On the Supplier contact details page, select Elevate access.Selected Elevate access button.

    Résultats

    The Primary contact column is set to true for this contact on the Supplier contacts page, and the contact is elevated to the primary contact role.