To grant access to suppliers, follow these steps in your settings:
- Click on your profile icon.
- Select "Settings."
- Go to "Users."
Now, add the supplier:
- Click on "Add Member."
- Enter the supplier's email address.
- Assign them the supplier license and security settings.
- Click "Add User."
After adding the supplier to your instance, they will receive an email to set their password.
Next, you can give them access to the package they need to edit:
- Navigate to "Projects."
- Open the relevant project.
- Click on the three dots next to the package you want to share. (Suggestion: Create separate packages for each supplier so that you can compare different packages.)
- Choose "Share."
- Select the supplier from the dropdown menu.
- Click "Add Guest."
Alternatively, you can copy and share a link with the supplier by clicking the "Copy Link" button.
The supplier can now log in and make edits to the assigned packages.