Access usually falls into one of three types. There are sections for each type below to help you.
- I'm part of the customer team and do not have access yet
- I'm part of a supplier team that is on the platform, but I don't have access yet
- My supplier isn't on the platform yet, how do we get added
1. I'm part of the customer team and do not have access yet
There are three scenarios that a customer will fall into. While we encourage customers to invite as many users as possible during their rollout and onboarding, there are many reasons you might not have received access. Here's the three most common ways a company handles access:
- First, the easiest, is if your company has decided that anyone who has your company's Single Sign On (SSO) authentication automatically gets access. For this, you just need to put in your email, authenticate with your company's SSO, and you are done. The system will automatically create you as a user if you don't have one already. NOTE: This does not work for suppliers.
- Second, and the most common, you need to request access inside your company. Typically, there will be a form on your intranet to request access. If you don't know where this is, contact our support and we can provide you with a link or instructions.
- Third, you can just send us a support request and we have access to check if you can be added immediately. If you don't fit those criteria, we will let you know what the next steps are.
2. I'm part of a supplier team that is on the platform, but I don't have access yet
If you are part of a supplier (or agency) who has a portfolio inside your customer's private marketplace, there are three ways to get invited.
- The easiest is to have a colleague that has supplier admin permissions add and invite you. So, if you know someone with access, ask them to add you. If you aren't sure who the admin(s) are, anyone at your company with access can login and see the users and their permissions at the bottom of your company portfolio page.
- The next easiest is to ask your customer to add you. If you are working with a customer or meeting with them about your next project, but you don't have access to their marketplace yet, ask if they can go to the bottom of your company portfolio and add you. Note: Not all customer users may have this permission. It depends on how their company has decided to implement this feature.
- Submit a support request to get added. Make sure to include the name of your customer's marketplace, your company name, the link to your company portfolio in the marketplace if you have it, your full name, your business email, and your office city, country. If you already have active admins at your company, support may refer you to them. If they have left the company or there are no admins, Support will follow steps to get you added. Tips: Some suppliers have multiple portfolios based on their customer's vendor ID or their office locations. If your company might have multiple portfolios, please clarify which vendor ID or location you are trying to get access to.
3. My supplier isn't on the platform yet, how do we get added
If you are a supplier that is not on a customer's marketplace yet, your customer's team will generally have access in their view of the platform to an "Add Supplier" or "Add Agency" link. This link allows for customer users to request and prioritize their requests to add a new supplier. Generally, this is routed to regional or service specific contacts that review and make decisions on requests.
SpotSource and our Support team have no ability to request you be added. While SpotSource does sometimes help customers scout for new suppliers in a specific area, this will be made as a recommendation to a customer outside of their marketplace, and the supplier will not be added by the SpotSource team directly into a customer's marketplace.
We hope one of these three situations helps cover your question. If not, please review the support site or submit a support ticket detailing your request.
Note: All Marketplace access requests will be processed in accordance with your customer's marketplace team's policy. SpotSource cannot add suppliers directly to a customer's private platform.
Next Steps
- Use the Contact Us or "Support" in your customer's application to open an access request
- We will contact the Marketplace team with this request on your behalf
- We will reply back with their access decision once received