How do I manage user accounts and permissions for my organisation?

The first user to register an organisation account on the platform automatically receives the 'User Manager' permission. Users with the User Manager permission can add new users, view existing users and manage their access and permissions through the user settings on the dashboard.

Background

If you have the 'User Manager' permission, you control which users can access your organisation's account on the SUPPLIERASSURANCE platform and what data they can see or share. You can grant this permission to other users if needed. This helps ensure data security and appropriate access levels within your team.

Steps

1. Sign in to your SUPPLIERASSURANCE account.
2. On your dashboard, from the 'More Options' menu on the right side, select 'Users'.
3. This screen shows all existing users. Select the user's name to see their user account settings, to change their permissions or to disable their account.
4. To add a new user, select 'Add user' on the right side.
5. Enter the new user's details and save. An activation link will be emailed directly to them with instructions on how to complete their account setup.

Can I change the platform language for user account?

Yes, you can change the language preference in your individual user account settings.

Background

The SUPPLIERASSURANCE platform supports users globally. You can set your preferred language. Once changed, the platform, questionnaires and email notifications will use your selected language.

Steps

1. Sign in to your SUPPLIERASSURANCE account.
2. Select your initials in the top right corner of the screen.
3. Select 'Account settings'
4. Choose 'Personalisation' and scroll to the 'Time & language' section.
5. Select 'Edit'.
6. Choose your preferred language from the list.
7. Select 'Save'.

Can I change the primary contact person for my organisation?

Yes. If you register your organisation for the first time on the platform, the platform allows you to set yourself as a primary contact. The primary contact will then have visibility of all customer requests.

Background

As the platform has been in use for many years, it is possible that a colleague has already registered an organisation account and made themselves the Primary Contact. Users with the User Manager permission can change who the Primary Contact is.

Steps

To change the Primary Contact for all customer requests (only possible if you have the User Manager permission):

1. Sign in to your SUPPLIERASSURANCE account.
2. On your dashboard, from the 'More Options' menu on the right side, select 'Users'.
3. This screen shows all existing users.
4. Select 'Set organisation contacts' at the bottom of the page.
5. Select the user who should be the Primary Contact.
6. Click 'Save'.

How do I change my company's name on the platform?

You can edit the organisation name of your account if it matches registration information and it is a unique entity on the platform.

Background

To maintain the integrity of the data on the platform for you and your customers, primary information, like your organisation name must correspond to your formal registered company name and can only exist once on our platform.

How do I set up two-factor authentication (2FA) for my account?

You can enable 2FA in your user account settings. You will need an authenticator app on your mobile phone to complete the setup.

Background

Two-factor authentication adds an extra layer of security to your account. Instead of just using your password (single-factor), 2FA requires a second verification step - usually a code from an authenticator app on your phone. This makes it much harder for unauthorised users to access your account.

Steps

1. Sign in to your SUPPLIERASSURANCE account.
2. Select your initials in the top right corner of the screen.
3. Select 'Account settings'
4. Choose 'Account' and scroll to the 'Security' section.
5. Select 'Enable two-factor authentication'.
6. Enter your mobile phone number to link it to your authenticator app.
7. Enter the verification code sent to your mobile number in the 'Enter the verification code' box.
8. Select 'verify'.
9. Open the authenticator app on your mobile phone and scan the QR code shown on the screen.
10. Once linked, sign out of your SUPPLIERASSURANCE account (Select your initials in the top right corner of the screen and choose 'sign out').
11. Go to the Sign in page and enter your username and password.
12. You will be prompted to create and confirm a new 4-digit PIN.
13. Enter the 6-digit code currently displayed in your authenticator app.
14. Select 'Sign in'.
15. For future logins, you will need to enter your 4-digit PIN and the current 6-digit code from your authenticator app.

I forgot my password. How can I regain access to my account?

Use the 'forgotten your password?' link on the sign-in page. Enter your registered email address, and you'll receive an email with a link to reset your password.

Background

If you've forgotten your password, this secure process allows you to set a new one. Remember to create strong, unique passwords for better security. Never write passwords down or reuse them across different websites.

Steps

1. Go to the SUPPLIERASSURANCE sign-in page.
2. Select the 'forgotten your password?' link.
3. Enter the email address associated with your SUPPLIERASSURANCE account.
4. Select 'Send'.
5. Check your email inbox (including spam/junk folders) for a password reset email from SUPPLIERASSURANCE.
6. Click the link in the email.
7. Follow the instructions on the page to create and confirm your new password.
8. If you don't receive the email, check the troubleshooting FAQ on how to prevent our emails from going into your spam or junk folders.

I want to change my email address. How do I do this?

If your new email address domain matches other email domains on your organisation account, then you can change your email address. Otherwise, your User Manager will need to approve your new email address.

How can I change my password if I know my current one?

You can change your password anytime via your user account settings.

Background

For security, you can update your password whenever needed. This is done through your user account settings, where you can also manage other security features like 2FA.

Steps

1. Sign in to your SUPPLIERASSURANCE account.
2. Select your initials in the top right corner of the screen.
3. Select 'Account settings'
4. On the 'Account' tab, scroll down to the 'Security' section.
5. Select 'Edit password'.
6. Enter your current password for verification.
7. Enter your new password, following the provided password rules (check the strength indicator).
8. Confirm your new password.
9. Select 'Save'.

What is a "User Manager" and how do I become one?

A User Manager is a user with administrative rights to add, remove, and manage the permissions of other users in your company.

Background

Users with the User Manager permission can manage other users' access and permissions through the user settings on the dashboard. An organisation account can have more than one User Manager.

How can I remove a user from my account?

Users with the User Manager permission can manage other users' access and permissions through the user settings on the dashboard.

Background

If you have the 'User Manager' permission, you control which users can access your organisation's account on the SUPPLIERASSURANCE platform and remove access by disabling a user's account.

Steps

1. Sign in to your SUPPLIERASSURANCE account.
2. On your dashboard, from the 'More Options' menu on the right side, select 'Users'.
3. This screen shows all existing users. Select the user's name to see their user account settings, to change their permissions or to disable their account.