Entity Partner Maintenance

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The following depicts the process required to set up SYSPRO Supply Chain Portal entities:

1. Ensure that you have completed the process required to set up the SYSPRO Supply Chain Portal and its associated users, detailed in the SYSPRO Supply Chain Portal topic.

2. Configure the required options in the Setup Options program:

   • Setup Options > Company > General

     Define the administrator approval and notification settings for third-party portal users, as well as maintain the templates for the emails that will be sent automatically.

     • Indicate whether third-party portal users require administrator approval in the Administrator approval field.

     • If approval is required, select whether the administrator should be notified when there are new approval requests with the Notify administrator field.

     • Maintain the email templates for notifying users of their portal access or rejected approval requests.

3. Define and configure operators as portal users per company using the Operator Maintenance program:

   • SYSPRO Ribbon bar > Setup > Operators

     • Capture the operator as a portal customer and supplier against the operator (per company) using the Configure Portal User per Company program.

     • Indicate whether the user is an administrator, third-party user or not a portal user using the Entity user type field.

     • Indicate the name of the entity to which the user belongs if they are a portal user in the Entity field.

     • Indicate the user’s approval status in the Approved status field or, if they have been rejected, the reason in the Rejected reason field.

4. Maintain SYSPRO Supply Chain Portal entities in the Portal Entity Maintenance program:

   • Program List > Administration > Security > Portal

     • Configure the customers or suppliers per company in the Entity Partner Maintenance program.

       Accessible from the Portal Entity Maintenance program by selecting the hyperlink in the Partners column.

     • Define the list of landing pages available for use in the Entity Landing Pages program:

       Accessible from the Portal Entity Maintenance program by selecting the hyperlink in the Landing pages column.

5. If required, further maintain third-party portal users in the Portal Entity User Management program.

   • Program List > Administration > Security > Portal