This guide helps you assign and manage ownership of supplier relationships within your platform.
By designating the right colleague, you can ensure effective communication and successful supplier engagement.
Step-by-Step Guide
Navigate to Collect / Supplier Data
Go to your main navigation menu
Select Collect, then choose Supplier Data
Open the Suppliers Table
Scroll to locate the Suppliers table
Move horizontally (if needed) until you find the Owners column
Select or Invite an Owner
Click the dropdown in the Owners column for the supplier you want to update
Choose from the list of existing users, or click Invite User to add a new team member
Assign Multiple Owners (Optional)
You can assign more than one person to share ownership
Simply check the boxes next to each relevant user’s name
Remove an Owner
To remove an owner, click the dropdown again and deselect the current owner(s)
Common Issues / Tips
Identify the Right Owner: Typically, the supplier’s category manager or relationship lead is best suited for this role.
You’ve successfully assigned owners to your suppliers, ensuring everyone knows who’s responsible for each relationship. Next, consider checking your suppliers’ response rates to see how effectively each owner is driving engagement.