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Access control, Invitation process, Open enrollment process – Kofax SupplierExpress User Manual

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About SupplierExpress

SupplierExpress Administrator's Guide

21

With the Announcements feature, you can:

▪ Include rich text with embedded HTML formatting tags.
▪ Specify a start and end date for displaying each announcement.
▪ Add links to any URL.
▪ Assess the status of an announcement as pending, active or expired.

On the SupplierExpress home page, a message in the toolbar indicates how many active

announcements are open in SupplierExpress. The Announcements page displays all the

announcements sent by Kofax and all the announcements that your company created.
Suppliers see a similar notification on their SupplierExpress home page.

Access Control

You control who can access SupplierExpress within your company :

▪ When integrated with MarkView, you specify which MarkView groups have

privileges within SupplierExpress.

Note

Setting SupplierExpress Access for MarkView Groups

on page 52 describes

the process for specifying which MarkView groups can access SupplierExpress.

▪ Without MarkView integration, you control who has access by inviting only those

within your company who need access.

You also control which suppliers join your supplier community through the Open Enrollment

and supplier invitation process.

Invitation Process

For security purposes, only those suppliers whom you invite to join and who register can

access the SupplierExpress service. After you invite a supplier, the supplier can invite other

contacts within their company to join the service. However, you can disable a supplier contact

and thereby prevent access to SupplierExpress.
The invitation process involves the following:
1

Through SupplierExpress, you send an invitation to a contact at the supplier company.

2

The supplier clicks a link within the invitation.
The link opens the SupplierExpress registration page, which allows the supplier to

register and join your supplier community.

When a supplier logs in, SupplierExpress verifies the login information and opens the

invoice inquiry page for the supplier. When the supplier selects invoices, the service retrieves

information from the ERP system or MarkView (for MarkView integrations) and displays the

related information.

Open Enrollment Process

The Open Enrollment feature lets you set up a URL where your suppliers can ask to register

with your SupplierExpress portal. Your company reviews all supplier requests to register.

▪ If you accept a request, SupplierExpress sends the supplier an email with an invitation

to join.

▪ If you reject a request, SupplierExpress sends the supplier an email notification that

you rejected the request.