Add a Customer Collaborator

If you are an application administrator, you can add users as customer collaborators at your enterprise. For a user to access the Demand Collaboration work area as a customer collaborator, they must be granted the predefined job role Customer Demand Planner from the Security Console work area.

1. In the Demand Collaborators UI, click Add.
2. Select the Customer participant type.
3. Select the party name for your customer participant.
4. Click Continue.
5. In the User Profile section, review the first name, last name, and email address.
6. If prompted, enter a username.
7. If prompted, enter an email address.
8. Select the profile use status.
9. In the Document Visibility section, add view privileges for one or both document measure types.
10. In the Access section, add access privileges to customer data or to customer and customer site data.
11. Click Add to finish.

Results:

The user is added as a demand collaborator. The profile will have a status of Pending Activation until a backend process completes. If the collaborator you added didn't have a user account before this, then the backend process will create it for them and will assign them the Customer Demand Planner role.