How to assign your Suppliers and Delivery Partners to Benefits

Last updated by Tom Inglis on July 16, 2019 11:42

Once you've successfully added or invited an organisation to have access to your data, then you can select them as Suppliers for Contracts or as Suppliers or Delivery Partners for Benefits. They will only have access to data for which they have been explicitly assigned.

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

  • Click on Create, then on Benefit, and make sure you type their name in when you complete the Supplier and Delivery Partners fields.
  • 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 their name in when you complete the Supplier and Delivery Partners fields.