Step 1: Navigate to the Suppliers Page
From the main dashboard, go to the 'Supplier Management' section and click on 'Suppliers'. This will bring you to the main supplier list view.
Step 2: Locate the Supplier and Open Details
Find the supplier whose email you wish to change. You can use the search and filter options if needed. Click on the supplier card to expand its details.
Step 3: Access the 'Change email' Function
On the expanded supplier details card, locate and click the 'Change email' button.
Step 4: Enter the New Contact Email
A 'Change supplier contact email' modal will appear. This modal explains important information regarding the change. The 'Current contact' email will be pre-filled. In the 'New contact email' field, enter the new email address for the supplier's primary contact.
Note: The system will use this new email as the portal contact. If the previous user should lose access to your organization, remember to revoke their access in Settings -> Suppliers.
Step 5: Save the New Email
After entering the new email, click the 'Save new email' button to apply the changes. The system will process your request. You will see a saving indicator.
Step 6: Verify the Update
Once saved, the modal will close, and the supplier's detail card will update to show the new contact email. If the supplier was previously 'Onboarded', their status might change to 'Pending Acceptance', and the 'Invited' tag will appear, indicating that the new contact needs to accept the invitation to the platform. The dashboard counters will also update live.
