Understanding Supplier Status after Email Change

If a supplier was previously 'Onboarded' and their contact email is updated, the system treats this as a change in the primary user for that supplier. The new contact will need to accept an invitation to regain portal access for that supplier.

Upon successful saving of the new email, the supplier's status will typically transition to 'Invite'. This is reflected in the summary cards at the top of the suppliers page, where the 'Onboarded' count would decrease and the 'Pending Acceptance' count would increase.

On the supplier's detail card, an 'Invited' tag will appear next to the button labels. This signifies that an invitation has been sent to the new email address, and the new contact needs to accept it to proceed with tasks like surveys.

It is crucial to understand that changing the contact email does not automatically revoke the old user's platform access. If the previous user should no longer have access to your organization's data (e.g., they have left the supplier company), you must manually revoke their access. You can do this by navigating to Settings -> Suppliers and managing invites/access from there.

The system retains the previous contact email in the supplier's history. This ensures that the supplier users associated with another supplier continue to have access, allowing you to review past communications and access details if necessary. This data is referenced within the Settings -> Suppliers section for managing individual user invitations.