Company Profile Management

On SupplyShift, your company has one profile. Your company profile can have a number of accounts with different roles and privileges.

In the Profile page, you can:

• Add accounts to your profile
• Account roles and permissions
• Change credentials & contact information
• Update company name or address
• Add logo to company profile
• Manage email notifications
• Manage in-platform notifications
• Terms and conditions

Add accounts to your profile

1. Click the account icon on the top right corner and select Settings from the drop-down menu.
2. Click the Accounts tab.
3. Click Create Account.

Account roles

There are several types of user accounts (roles) on the SupplyShift platform. Account administrators can assign roles to other account users.

• Admin: Allows full access to the platform and all available permissions, which include survey requests and the ability to add new company accounts. A company can have several Admin accounts.
• User: Allows access to both the buyer and supplier menus, can add or delete other user accounts, except for Admin or Auditor (Admin) accounts. A User cannot edit the Company Profile or unsubmit supplier assessments.
• Answerer: Allows the account holder to only answer assigned questions in a survey, but not to submit a survey.
• View Only: Allows the account holder to view all data in both Buyer and Supplier menus, but cannot answer, edit or save any data. This role has the least amount of permissions. They can export the supplier data from comparisons and assessments.

Auditor roles

Auditor (Admin) and Auditors can be added via the Buyer’s account. However, they cannot access the Buyer’s account or any of the Buyer menus. Auditors have a separate account for auditing assessments.

• Auditor (Admin): Can be assigned to audit assessments, and create and assign other auditors .
• Auditor: Can audit assessments for designated suppliers.

Buyer only and Supplier only roles

These roles are available in Limited Buyer profile types in which the profile has both buyer and supplier menus and functionality available. This is most common when a supplier has been sent or forwarded multi-tier assessments.

• Buyer only: Can access all the functionalities regarding Buyer profile including Assessments, Comparisons, Supply Chain, Analytics, Suppliers, and Dashboard. Can add Auditor (Admin), Auditor, Buyer only, View only accounts. They cannot edit the Company Profile, unsubmit an assessment, or share suppliers or assessment data with other buyers.
• Supplier only: Can access all the functionality regarding Supplier profile including Published Comparisons, Published Analytics, and Responses. Can add Answerer, Supplier only, and View only accounts, and answer assessment requests. They are not able to edit the Company Profile.

Change credentials & contact information

1. Click the Settings gear icon on the top right corner.
2. Click My Account.
3. To change your password:
1. Click Change Password.
2. Click Send Verification Code.
3. Enter the code you have received.
4. Enter and confirm the new password.
5. Click Change Password.
4. To change your email address:
1. Click Change Email.
2. Enter the new email address.
3. Click Verification Code.
4. Enter the verification code in the appropriate field.
5. Enter your password.
6. Click Change Email.
5. Click Save when done.

Update company name or address

1. Click the account icon on the top right corner and select Settings from the drop-down menu.
2. Click Company Profile.
3. Edit the available fields with your company information.
4. Click Save.

Add logo to company profile

Add a logo to your company profile that will be visible on emails sent to suppliers.

1. Click the account icon on the top right corner and select Settings from the drop-down menu.
2. Click Upload Image in the top right corner.
3. Choose a file to upload.

Manage email notifications

1. Click the account icon on the top right corner and select Notifications from the drop-down menu.
2. Click Notifications settings at the bottom.
3. Select the boxes of the notifications you want to receive from the system.

You can select from Buyer and Supplier notifications.

4. Click Save when complete.

Manage in-platform notifications

In-platform notifications provide updates and information about outstanding tasks.

1. Click the account icon on the top right corner and select Notifications from the drop-down menu.

   The notifications panel is displayed on the right side of the screen.

2. Click on a notification to be directed to the relevant page.

   The green progress wheel around a notification icon shows the completion status of an assessment.

3. Hover over a notification to display the delete button.

   Notifications expire when no further action is required.

4. Click the close button in the top right corner to collapse the notifications panel when complete.

Terms and conditions

Both your data and the data of your supply chain is of the utmost importance to SupplyShift. You can access and review the SupplyShift Privacy Policy on your profile.

1. Click the account icon on the top right corner and select Settings from the drop-down menu.
2. Click the My Account tab.
3. Click Terms and Conditions, below the Username field.
4. Click the link to the agreement or policy you wish to review.

A PDF file is downloaded to your computer.