How to manage the Providers?
To access the Providers, go to "Panel Management":
Click "Provider Panel"
Here, you can manage the providers with whom you have a relationship:
From this screen, you can:
- Add a Provider
- Edit a Provider
A) Add a Provider
Click "+ Add Provider":
Select the provider you want to add from the dropdown list:

Select the provider tier:
Select one or more options on provider lists (optional). You must create this list under the customization menu previously. It is a custom tag on top of capabilities and industries:

Select the Procurement Leader for this provider:
Select the Relationship Manager:
The new company will be added to the list:
Before activating and using this provider, you must onboard at least one Legal Entity.
To view the company profile, click "View Profile."

The company profile page will show:
To learn more about the company's profile page, go
here.
B) Edit a Provider
You can edit a limited amount of information from a provider. You can find the options on the settings tab. To go there, view the provider profile as explained above and click the "Settings" tab:
You can change the relationship manager, the procurement leader, the provider tier, and the provider lists. Click "Save" after making the changes:
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