Suppliers and customers can be given a portal login to manage their own details — without access to the rest of the platform.
Suppliers
- Log in to see only their own profile and the buy-side contracts they're linked to.
- Edit their own profile and upload required compliance documents; uploaded documents go to Pending for an Admin to accept or reject.
Full details: Supplier module.
Customers
- Log in to manage their invoice profiles and complete NDA signing.
- An invoice profile becomes usable once it reaches Profile Completed (all parties signed, or an NDA was uploaded directly).
Full details: Customer module.
Note: Portal access is granted by an Admin when Supplier Login / Customer Login is enabled on the record.