Inviting an Organization to Use TPM

To invite an off-system Subcontractor to use the TPM application from the Select Organization dialog box:

  1. Navigate to the Select Organization Dialog Box
  2. In the text field, enter the name of the company you wish to invite to use TPM to make sure the organization does not already have an account on the system. You can also search for an organization by Tax ID or Vendor ID.

    The dialog box displays a list of matching results as you begin typing. If the results include more than 25 organizations, you will need to apply additional filters.

  3. (Optional) Select Show Filters.

    Additional fields display in the dialog box.

  4. Enter additional search constraints, such as address or contact information.

    The list of results will narrow depending upon your additional search criteria. If the organization you intend to invite still displays in the list of matching organizations, do not sent a new invitation. Sending an invitation to an existing organization can create a duplicate organization on the application.

  5. If the organization you intend to invite does not appear in the list of matching organizations, select the +Add New Organization button.
  6. An Add New Organization dialog box displays.
  7. In the dialog box, complete all required fields. Required fields are marked with a red asterisk.
  8. Select the Save button.

    The dialog box closes and a message displays at the top of the page, confirming you successfully created the new organization account and the application sent a message to the email address you provided.

    Caution: If the email does not arrive, a user can call Oracle Support to request a new invitation. Do not send another invitation yourself. Doing so could create a duplicate organization. Subcontractors can call Oracle Support for help with setup.