Restrict the primary contact role for a contact from the Supplier Collaboration Portal

Restrict 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.contact or sn_slm.admin

Pourquoi et quand exécuter cette tâche

The Restrict access option is available only to the primary supplier contact and the supplier administrator.

Procédure

1. Navigate to the Supplier Collaboration Portal home page by accessing your instance URL and adding a /supplier suffix.
   For example, https://example.com/supplier.
2. In the Contacts widget, select a contact to open the contact's profile page.
3. Select Restrict access.
   The Restrict access dialog box is displayed.
4. In the Comments field, enter the reason why you want to restrict the primary contact role for this contact.
5. Select Submit.

Résultats

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

Concepts associés

• Managing supplier contacts from the Supplier Collaboration Portal

Tâches associées

• Elevate a contact to the primary contact role from the Supplier Collaboration Portal
• Reassign tasks to a different contact from the Supplier Collaboration Portal
• Update the supplier contact email from the Supplier Collaboration Portal
• Remove a supplier contact from the Supplier Collaboration Portal