How do I share a supplier campaign with a colleague?
The user who creates the campaign can allow other colleagues, with the Supplier Manager permission, to also access the same group of suppliers.
A campaign is a grouping of suppliers that allows you to invite them, via the platform, to complete one or more questionnaires.
To allow colleagues to access a supplier campaign
Before you begin
- Ensure all colleagues who need access are registered users under your organisation's account.
- Ensure they have the necessary Supplier Manager permission (check with your User Manager).
- Sign in to your NQC account.
- Select 'Supplier questionnaires' from the dropdown menu and select the supplier campaign name shown next to the 'Dashboard' near the top of your screen.
- Click on the name of the campaign that you want to share.
- Select 'Track suppliers' on the right hand side of the Dashboard.
- Choose the 'Edit campaign' option from the top right of the 'Embed' screen.
- Click on the 'Grant User Access' option.
- Select which users should have access — the list will include all users within your organisation account who have the 'Supplier Manager' permission.
- Select 'Save' to give the selected users access to this campaign.