As an 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 Companies Index and will notify you both of status changes as well as any new direct messages from the supplier. It also enables the supplier to contact you directly through the platform.
To add yourself or a colleague to the account team, navigate to the supplier's Company Profile 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'.
To remove yourself from a supplier's account team, click the 'X' next to your name.
Note: You can't remove yourself from a supplier's account team if you are the only 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. See this IAND Academy guide for more information.
