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.
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.