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Suppliers
Suppliers
Updated over 8 months ago

Managing Suppliers

Adding a Supplier

  1. Click on your profile icon to open up the Global Settings

  2. Navigate to the “Suppliers” tab on the left under the “Company” section

  3. Click on the “Add New” button

  4. Enter a name for the supplier

  5. Enter the email for a member within the supplier, then click the “Invite” button

    • To add multiple members, type in one email at a time and invite them one by one

    • To remove a member from the supplier list, click on the delete icon next to the member

  6. Click on the “Create” button to create and send the invites

Adding a Member to a Supplier

  1. Click on your profile icon to open up the Global Settings

  2. Navigate to the “Suppliers” tab on the left under the “Company” section

  3. Click on the supplier you want to add the member to

  4. Enter the email address in the “Enter Email” field and click the “Invite” button

Removing a Member from a Supplier

  1. Click on your profile icon to open up the Global Settings

  2. Navigate to the “Suppliers” tab on the left under the “Company” section

  3. Click on the supplier you want to remove the member from

  4. Click on the delete icon for the member you wish to remove

  5. A confirmation popup will appear, type in the supplier email to confirm the deletion

Changing the name of a Supplier

  1. Click on your profile icon to open up the Global Settings

  2. Navigate to the “Suppliers” tab on the left under the “Company” section

  3. Click on the supplier you want to rename the member from

  4. Type in the new name under the Supplier Name field

  5. Click on the “Update” button to confirm

Sharing Files/Folders with Suppliers

Through the Right-Click File Menu (For Files and Folders)

  1. Select the files and folders you would like to share

  2. Right-click on a selected file/folder, navigate to “Supplier Actions” and select the “Share with Supplier(s)” button

  3. A popup will appear with your supplier list - click on the dropdown for the suppliers you would like to share the selected files/folders with and chose if they are either the primary or alternate supplier.

  4. Click on the “Share” button to share

Note - there is no functional difference between selecting Primary or Alternate for a supplier

Through the File Information Drawer (For Files Only)

  1. Right-click on a single file and select the “Show File Info” option

  2. The File Information Drawer will open from the right side, navigate to the Suppliers tab at the top of the drawer

  3. Here you can see which suppliers have access to this specific file, to add a supplier to the file click on the “+ Add Supplier” button

  4. Select a supplier from the dropdown and click on the “Add” button

  5. A confirmation popup will appear, click on “Add” to confirm

See What Suppliers Can Access a Specific File or Folder

Through the Right-Click File Menu (For Files and Folders)

  1. Right-click on a single file or folder

  2. Navigate to “Supplier Actions” and select the “See Suppliers” button

    1. Note make sure other files or folders are not selected, or you will not see this option

  3. The popup will show the suppliers that currently can see the file/folder

    1. Note that if the file/folder is shared with a supplier because a higher-level directory is shared with that supplier, you will see a note that says “Inherited from “x” folder” where x will be the higher-level directory that is being shared with the supplier

Through the File Information Drawer (For Files Only)

  1. Right-click on a single file and select the “Show File Info” option

  2. The File Information Drawer will open from the right side, navigate to the Suppliers tab at the top of the drawer

  3. Here you can see which suppliers have access to this specific file

Removing Suppliers’ Access from Files/Folders

Through the Right-Click File Menu (For Files and Folders)

  1. Select the files and folders you would like to remove access

  2. Right-click on a selected file/folder, navigate to “Supplier Actions” and select the “Remove Suppliers” button

  3. A popup will appear with your supplier list

    • Note that this is not all the suppliers that currently have access, rather an exhaustive list of the suppliers

  4. Select the checkbox on each of the suppliers you want to remove from the selected files and click on the “Remove Suppliers” button

Through the File Information Drawer (For Files Only)

  1. Right-click on a single file and select the “Show File Info” option

  2. The File Information Drawer will open from the right side, navigate to the Suppliers tab at the top of the drawer

  3. Here you can see which suppliers have access to this specific file, to remove a supplier hover over the supplier name to display the three icons

  4. Select the middle delete icon, and a confirmation popup will appear

  5. Type in the supplier name in the popup then click the “Delete” button

See All Files a Supplier has Access To

  1. Click on the “Suppliers” button on the left project menu

  2. Select a supplier and then navigate to the “Shared Files” tab

  3. You can remove access to a specific file by clicking on the delete icon under the Actions column

See Files Shared from Suppliers

  1. Click on the “Supplier Files” tab right above your files table

  2. You will see the same directories (folders) as in your “Project Files” tab

  3. Navigate within folders to see files shared within that project

  4. Clicking on the “All Suppliers” dropdown at the top right of the files table when in the Supplier Files tab will allow you to filter the files shown to that specific supplier

You can also see all files shared from a specific supplier:


1. Click on the “Suppliers” button on the left project menu

2. Select a supplier and then navigate to the “Supplier Files” tab

3. You can see the path of each of the files and delete the file by clicking on the delete icon

Sharing Metadata Fields with Suppliers

When sharing files, you can choose to share specific metadata fields with them and manage supplier-specific metadata

Files shared with suppliers: will inherit the shared metadata settings from the global metadata settings **at the time of sharing the file.** Any edits to the global metadata settings will NOT automatically update metadata fields accessible to suppliers for files shared with them.

For files that are received from suppliers: only actively shared metadata fields from the global metadata settings are accessible and can be managed. Any edits to the global metadata settings will automatically update metadata fields accessible for files received from suppliers.

Managing Shared Metadata Through Global Settings (Admins only)

  1. Click on your profile icon to open up the Global Settings

  2. Click on “Custom Metadata” under the Company section

  3. Hover over the metadata field and click on the “Edit” text that appears next to the field

  4. You can share this field with a supplier by adding the supplier to it and selecting if they can see either the Field name only or the Field and Value

    • Show Field: When a file is shared with a supplier, the supplier can see only the field name. The supplier can then provide a value for that field. The value given by the supplier is specific to that supplier and does not overwrite the internally managed value. Each supplier can have their own value and will not be able to see each other’s values. You can change the permissions of these on a file level as well.

    • Show Field and Value: When a file is shared with a supplier, the supplier can see the field name and the internal value. The supplier can then provide a value for that field. The value given by the supplier is specific to that supplier and does not overwrite the internally managed value. Each supplier can have their own value and will not be able to see each other’s values. You can change the permissions of these on a file level as well.

  5. Click on the “Update” button

Managing Shared Metadata per File (Only for Files Shared with Suppliers)

  1. Right-click on a single file and select the “Show File Info” option

  2. The File Information Drawer will open from the right side, navigate to the Suppliers tab at the top of the drawer

  3. Here you can see which suppliers have access to this specific file, to edit the metadata a supplier can access hover over the supplier name to display the three icons

  4. Select the left edit icon, and a popup will appear showing the metadata fields alongside the access permission for each metadata field for the supplier for that specific file

    1. Show Field: When a file is shared with a supplier, the supplier can see only the field name. The supplier then can provide a value for that field. The value given from the supplier is specific to that supplier and does not overwrite the internally managed value. Each supplier can have their own value and will not be able to see each other’s values

    • Show Field and Value: When a file is shared with a supplier, the supplier can see the field name and the internal value. The supplier then can provide a value for that field. The value given from the supplier is specific to that supplier and does not overwrite the internally managed value. Each supplier can have their own value and will not be able to see each other’s values.

  5. Click on the “Update” button to save the metadata permissions

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