Configure Users to Access Product Management Search on Supplier Portal
You can configure supplier portal users to access the Product Management Search on Supplier Portal. Here's how:
- Opt in to the feature Redwood: Enable the New Supplier Portal Home Page Experience.
- Configure a view for supplier portal users with the Application field set to
Supplier Product Management. Configure views for item search, workflow
search, and structures to ensure that supplier portal users can see only the
attributes relevant to them.
To configure a view: In the Product Management work area, open the View Management page and select the object card you want to configure—for example, Items. Then click the Create icon.
- Secure items by clearing the Public option for all item classes where it's selected.
- Secure access to changes such as (such as change orders, change requests, problem reports, and corrective actions). To do this, you must add users to the Security tab on changes (from the classic interface). This is because supplier portal users can view all changes that don’t have any users added in the Security tab of the change. In short, all such changes will be visible to all supplier users.
- Hide tabs on workflows according to your business requirements by using business rules configured in Visual Builder Studio. This is to avoid supplier portal users from viewing all actions and tabs across all workflows available to other internal users.
- The Additional Workflow Controls configured in the Portal User column as part of
the change type setup will also be applicable on Redwood pages.
- Supplier portal users can be granted a higher-level access by adding a new role and assigning permissions to that role through additional workflow controls.
- Between the permissions in the Portal User column and the new role, the
functionality that’s higher of the two will be applicable.
For example, for the Promote Manually action, if the Portal User is set as No, and New Role is set as To next status, the portal user can promote the workflow to the next status. If you don't want the permission in Portal User column to be applied, you can set all actions in that column as No.
- Supplier portal users won’t have access to the Product Management landing page like any other users of Product Management.
- Supplier portal users won’t have access to the Navigator icon available for the other application pages.