Suppliers and service providers in the portal
What a supplier sees after signing in - assigned projects, their own compensation and settlement status.
Who gets this view
The portal shows a different menu depending on the party type on the record. A supplier record gives the Provider view. A record that is both customer and supplier gets the customer view. Suppliers register and sign in the same way as customers, using the email on their record (see Give a customer access to the portal).
What a supplier sees
The left menu has Overview, Assigned Projects, Settlement Status and Documents.
- Assigned Projects lists only the projects where the supplier is the provider on the current accepted agreement. It does not list every project of the company.
- Opening a project shows Your Compensation: the amount, the basis (a fixed amount or a percentage), any tax and the date it took effect. If the supplier is not the current assigned provider, they see "You are not the currently assigned provider on this project."
- Settlement Status is a table of Project, Entitled Amount, Basis, Status and Created. If nothing is recorded it says "No settlements recorded yet."
- Documents lists files you shared on their assigned projects (see Share documents and files).
Keeping the two sides separate
An agreement holds both the customer's price and the supplier's compensation. The portal never mixes them: a customer sees only the customer amount and its tax, and never the supplier's compensation. A supplier sees only their compensation and tax, never the customer's price. This protects the company's margin.
Good to know
- The supplier sees nothing about invoices, statements or payments of customers.
- To change what a supplier is shown, change the project's agreement and assigned provider on the project itself.
- Supplier settlements are managed on the supplier's Settlements tab on their record; the portal only displays them.