Restrict the primary contact role for a contact from the Source-to-Pay Workspace
Remove the primary contact role for a contact to prevent them from accessing all the contacts and tasks in the Supplier Collaboration Portal.
Before you begin
Role required: sn_slm.owner, sn_slm.manager, sn_slm.admin
Note:
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.
Procedure
- Navigate to .
- Under Quick Actions, select Manage my suppliers.
- Select the legal name of the supplier.
- On the supplier details page, select the Stakeholders tab.
- Select Supplier contacts.
- Select the supplier contact that you want to restrict.
- Select Restrict access.
Result
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.