Providing Project Access to an Inactive Supplier

When a supplier is marked as inactive, their project access is automatically set to "No", which removes their ability to view project content—including communications and documents.

However, in some cases, a supplier may still need access to communications or project documents, even if they are no longer being scored or reviewed by assessors.


Recommended Action

You can grant access by enabling project access while keeping the supplier's status as inactive. This allows them to view communications and Documents, however, they will not appear on assessor score sheets or in project reports.


To enable this:

  1. Navigate to:  Project > Setup > Suppliers
  2. Click on the supplier’s name to open the View Project Supplier page.
  3. Click Edit.
  4. Set Supplier Project Access to Yes.
Note: The supplier will remain inactive, but will be able to view communications and any documents shared with them.


H
Hannah is the author of this solution article.

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