How to assign your Suppliers and Delivery Partners to Benefits

Last updated by Tom Inglis on July 22, 2020 16:18

Once you've successfully added a Supplier or Delivery Partner to your organisation, you can select them as Suppliers for Contracts and / or as Suppliers or Delivery Partners for Benefits. They will only have access to data to whose Contracts and Benefits they have been explicitly assigned.

To assign your Suppliers and Delivery Partners to Benefits, either:

  • Click on Create, then on Benefit.
  • Click on Edit, then on My Benefits or All Benefits, then on the Benefit you want. 
  • CIick on Edit, then on My Contracts or All Contracts, then on the Contract you want, then on Benefits, then on the Benefit you want.

Make sure you type the organisation's name in when you complete the Supplier or Delivery Partner fields. You must then select the specific user or users you would like to provide you with evidence, or if they don't yet exist, click on "Invite new user" to enter the name, email address and telephone number of the user and generate an invitation. New user invitations stay active for up to six months.