As a supplier account manager or a project manager working with a supplier, you can add yourself to the account team to enable collaboration, including direct messaging
Adding yourself/colleagues to a supplier account
Adding yourself to a supplier's account enables you to quickly filter to find your suppliers using the 'My Suppliers' filter on the Company Index, will notify you on status changes and enable you to directly message the supplier. It also enables the supplier to contact you through the platform.
To add yourself/a colleague to the account team, navigate to the supplier's Company Page and on the right hand side of the page click '+Add' in your organisation's team module. Choose your name/your colleague's name and '+Add team member'
Sending a direct message to a supplier
Once you are a member of the account team, you can direct message the supplier account team to flag an issue/risk, prompt them to complete their profile, organise a QBR or share key onboarding documents.
Navigate to the Account Management section, open the Direct Messages module and click 'Start new thread'. Once you've completed the message fields and uploaded any relevant documents click 'Send message'.
To close out a messaging thread, click into the message and 'Close thread' in the top right.
Note: if you're looking to message a user who is not part of the supplier account team yet, you can invite them to join by following the instructions in this guide.
