Restrict the primary contact role for a contact from the Source-to-Pay Workspace

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

    • Remove the primary contact role for a contact to prevent them from accessing 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 restrict access only for the contacts of the suppliers they own. Users with sn_slm.manager and sn_slm.admin roles can restrict access for any supplier.

    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 that you want to restrict.
    7. Select Restrict access.

    Résultats

    The Primary contact column is set to false for this contact on the new table page, and the contact no longer has the primary contact role.