Managing Buyer Groups and Categories a Colleague can service

  • Updated

For the Supplier Lists they manage, Vendor Admins can manage which particular Categories or Buying Organisations a Colleague can service. This would impact the potential tenders/requests the Colleague would have access to in their account.

You'll only be able to do this for Supplier Lists that allow Suppliers to manage their own categories or filter which Buyer Groups they service, as set by the List Owner.

The instructions below detail how you can manage this for the Colleagues on the lists you manage:

  1. Select either the Supplier lists you manage or Edit supplier list colleagues options under the Admin Tools menu (either in the top menubar or on the homepage on the left-side menu).

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  2. Next, you need to click Manage under the 'Your Colleagues' column to the right of the list you want to invite or remove Colleagues against.

    'Supplier Lists you manage' page:
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    'Edit supplier list colleagues' page:
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  3. On the left side of the page, you will see a list of Colleagues that are registered on the Supplier list. Click on the blue filtering link next to your preferred Colleague, and within the pop-up bubble that appears, click on either the Buyer group filtering or the Request category filtering link that appears.

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    If the 'filtering' option is not available, then you are not able to manage Categories or Buyer Groups on this list. If only one option appears, it means the other option has not been enabled on this list.

  4. You will then be able to select which Categories and/or Buyer Groups you want your Colleague to be able to receive requests from and respond to by ticking and unticking the options on the left side of the page. 

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  5. You'll also have the option to lock the selections so the Colleague cannot change them by checking the Yes - Locked option in the yellow box on the right-hand side of the page.

    If they are NOT locked then Colleagues will be able to manage their own Categories and/or Buyer Groups within their own accounts.

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  6. Once you have made your changes you'll need to click the Update at the bottom of the page to finalise your changes.