For suppliers
Manage your team and permissions
Invite supplier teammates and give them the access they need to handle their work.
2 min readUpdated
Something missing from this page? Email help@tap.co
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For suppliers
Invite supplier teammates and give them the access they need to handle their work.
2 min readUpdated
Something missing from this page? Email help@tap.co
Use your supplier Team page to invite colleagues and decide who can view requests, prepare responses, confirm Orders, and manage inventory.
If you can invite people but cannot assign permissions, ask a team administrator to complete their access.
Use a preset as a starting point, then check the selected permissions. Someone who prepares responses may not need permission to submit them. Someone who reviews the pipeline may not need to confirm Orders or change inventory.
Be especially careful with organization-wide access: it can cover all your stations, including stations added later. Use a narrower selection when a teammate only works on particular stations or markets.
Select the teammate on the Team page. Review their current permissions, make the required changes, and save. Custom simply means their access differs from a preset.
If someone cannot see or act on a request, check both the station they can access and the action they need to perform. Routing a request to them does not grant extra permissions.
When someone leaves or changes responsibilities, review their access and reassign active work before removing them. Keep another administrator available to manage the workspace.
Next, set up RFP routing so new requests reach the right teammates.